Quarterly update | Q3 2021 | EP96
Inflation risk, slowing global growth, and the un-globalization trend—a review of Q3.
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(Not) boring finds for July 2019
Piquing our interest this month: why companies seem to be undervalued in Japan; what to do in a falling stock market; how chess computers have developed over time; and some investing wisdom from Wall Street personal finance columnist, Jason Zweig.
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Mawer’s 2019 summer reads
Given the extent of voracious readers we have here at Mawer, pulling together a recommended reads post is no easy task!
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(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 stop anticipating bad things happening and be more present.
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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. You might get where you want to go, but there will likely be a lot more risk during the journey. And, for many client situations, this means too much is riding on one bet—with not enough balance.
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Technical debt
Over the long-term, the accumulated costs of technical debt can have a financial impact on a company and its shareholders.
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(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.
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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.
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(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 evolve.
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Be a cog, not a clog: Servicing complex value chains
It all comes down to the value proposition a company provides to the client.
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(Not) boring finds for March 2019
Our finds this month include insights into the future of e-commerce, why investing in good service can bolster a business model, Howard Marks on what an investor needs to succeed, and a nudge to laugh a bit more in the office.
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Every BEEP matters
We focus on best execution (avoiding the steamroller), but also try not to lose sight of the knowledge that a penny lost might be worth dollars of return should our investment thesis be correct.
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(Not) boring finds for February 2019
Our finds this month include a case for “Peak Investment Industry”; the surprisingly old history of modern ETFs; Jeff Bezos on the importance of being customer-focused; and the incredible advancements in augmented reality—imagine watching a full scale whale swim by your window.
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(Not) boring finds for July 2019
Piquing our interest this month: why companies seem to be undervalued in Japan; what to do in a falling stock market; how chess computers have developed over time; and some investing wisdom from Wall Street personal finance columnist, Jason Zweig.
July 31, 2019
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Mawer’s 2019 summer reads
Given the extent of voracious readers we have here at Mawer, pulling together a recommended reads post is no easy task!
July 3, 2019
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(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 stop anticipating bad things happening and be more present.
June 26, 2019
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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. You might get where you want to go, but there will likely be a lot more risk during the journey. And, for many client situations, this means too much is riding on one bet—with not enough balance.
June 19, 2019
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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
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(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
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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
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(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 evolve.
May 1, 2019
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Be a cog, not a clog: Servicing complex value chains
It all comes down to the value proposition a company provides to the client.
April 17, 2019
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(Not) boring finds for March 2019
Our finds this month include insights into the future of e-commerce, why investing in good service can bolster a business model, Howard Marks on what an investor needs to succeed, and a nudge to laugh a bit more in the office.
March 27, 2019
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Every BEEP matters
We focus on best execution (avoiding the steamroller), but also try not to lose sight of the knowledge that a penny lost might be worth dollars of return should our investment thesis be correct.
March 20, 2019
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(Not) boring finds for February 2019
Our finds this month include a case for “Peak Investment Industry”; the surprisingly old history of modern ETFs; Jeff Bezos on the importance of being customer-focused; and the incredible advancements in augmented reality—imagine watching a full scale whale swim by your window.
March 1, 2019
