Art of Boring was created for curious and passionate investors. We share strategies, frameworks, and insights to help readers and listeners make better investment decisions. Our aim? To provide some bottom-up, long-term investing signal to cut through the short-term noise.

Playing the plan Mawer U.S. equity portfolio EP86

Playing the plan: Mawer’s U.S. equity portfolio | EP86

“Making the macro micro” around demand trends, inflation concerns, valuations, and earnings. We discuss Comcast, Visa, Dollar General, Alphabet, and more.

May 19, 2021 35 Mins
Deep dive The pharmaceutical industry EP85 IMG

Deep dive: The pharmaceutical industry | EP85

A close look at our research methods to understand trends, opportunities, and challenges in the pharmaceutical industry.

May 5, 2021 38 Mins
iStock 172373036

Playing the plan: Mawer’s Canadian equity portfolio | EP84

How thinking like a deer in the forest (situational awareness) and other risk management process tinkering has helped the team. In addition, thoughts on the potential CP Rail and Kansas City Southern deal and TELUS International IPO.

April 21, 2021 24 Mins
Nestle EP83

Quarterly update | Q1 2021 | EP83

One year since lockdown: CIO Paul Moroz summarizes the major market themes of the past four quarters and how it has (and hasn’t) affected our process and way of looking at the world.

March 31, 2021 32 Mins
EP82 Image

Playing the plan: Mawer’s EAFE large cap portfolio | EP82

Equity Analyst, Stanislav Lopata, shares his observations regarding the pandemic’s impacts on markets and what’s new with the portfolio.

March 24, 2021 20 Mins
GEF Playing the plan EP81 Header

Playing the plan: Mawer’s global equity portfolio | EP81

Deputy CIO Christian Deckart discusses market performance in a “story of three quarters” and some new holdings we added to the portfolio.

February 24, 2021 20 Mins
Not boring finds for June 2019

(Not) boring finds for June 2019

This month we learned that broader lessons from history have more leverage; how the shifts over time in the intangible tech economy are impacting businesses and consumers; that AIs are getting more lifelike and creative; and that it’s important to...

June 26, 2019 1 Mins
A fish doesnt know its surrounded by water

A fish doesn’t know it’s surrounded by water: The importance of investing globally

We have found that many Canadian investors—or any investor, for that matter—can be reluctant to diversify beyond their borders, but portfolios solely invested in Canada might as well be an egg crate on a rickety motorcycle.

June 19, 2019 5 Mins
Technical debt

Technical debt

Over the long-term, the accumulated costs of technical debt can have a financial impact on a company and its shareholders.

June 5, 2019 13 Mins
Not boring finds for May 2019

(Not) boring finds for May 2019

The need to check and recheck your numbers, a bull market for baby teeth, the lures of personal finance personalities, and how Instagram is becoming the new mall…it was an interesting month.

May 30, 2019 2 Mins
Strategy beyond scale in commoditized industries

Strategy beyond scale in commoditized industries

We believe smaller players can be competitive, profitable, and create value in commoditized and competitive markets—the crux is having an effective strategy.

May 15, 2019 7 Mins
Not boring finds for April 2019

(Not) boring finds for April 2019

Our finds this month include thoughts about growth prospects for the world’s major economies, the world’s first glimpse of a black hole, Howard Marks on the need for responsible capitalism, and how the business of content streaming is going to...

May 1, 2019 2 Mins

Stay Curious

Subscribe to receive our latest insights and quarterly updates.


Popular Posts

Deep dive: The pharmaceutical industry | EP85

Nuances to portfolio construction | EP75

Playing the plan: Mawer’s Canadian equity portfolio | EP84

Post-mortem: Learnings from 2020 | EP80


Categories

(Not) Boring Links

Business Models

Investment Approach

Mental Models

Risk