MI295: From Numbers to Riches: Return On Equity’s Impact on Investments w/ Jason Donville and Jesse Gamble
发布时间 2023-09-26 09:00:00 来源
摘要
Kyle Grieve chats with Jason Donville and Jesse Gamble about their investing strategy based on finding high and sustainable ROE businesses, why small-caps are inefficiently priced, the future of Constellation Software, the importance of focusing on fundamentals over share price, and much, much more!
IN THIS EPISODE, YOU’LL LEARN:
00:0 - Intro
05:26 - About their outlook for Constellation Software, a business they’ve held since it IPO’d.
25:10 - How to utilize ROE in your investment process to make high return investments.
34:48 - Why Canadian small-caps have unique advantages to the US.
52:15 - Why small-caps offer less competition from institutional investors.
52:23 - Why opportunities in small-caps are so enticing.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
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Paul’s Small Cap Discoveries.
What Works On Wall Street by James O'Shaughnessy.
How To Make Money In Stocks by William O'Neil.
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Connect with Kyle: Twitter | Website
Connect with Jason: LinkedIn | Website
Connect with Jesse: LinkedIn | Website
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