Now that economic growth has rebounded and employment and inflationary pressures have recovered, emergency levels of monetary stimulus are no longer needed.
Culture Is A Competitive Advantage
2021-11-26, Amit Shah
A strong corporate culture can serve as a moat that allows companies to compound consistently quicker than their peers.
MORE >
IPO Overload
2021-11-05, Derek Nichol
With excess cash in investors’ pockets and a swift recovery in valuations, the pandemic became an opportunity for companies to raise capital via IPOs.
MORE >
Investing Is Not A Newtonian Universe
2021-10-22, Diana Chaw
The world of investing is neither predictable nor orderly. The best we can do is create bands of reasonably probable outcomes.
MORE >
Greener Pastures
2021-10-15, Vanessa McNabb
Popular opinion can sometimes misguide speculators to justify unreasonable prices. Why cannabis stocks haven’t met our investment criteria.
MORE >
Resilient Building Blocks
2021-09-24, Steven Kim
There will always be something to worry about. Owning the right companies while managing valuation and balance sheet risks will dictate performance over time.