A discussion of speculation and unrestrained enthusiasm for high growth in today’s equity markets.
Moral Hazard 2.0
2020-12-04, Clement Chiang
Our objective is to build lasting value for our clients over time regardless of the moral hazards in vogue today.
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Franchise Strength
2020-08-28, Darren Dansereau
When investing in consumer-oriented businesses, our personal experiences with the products and services inevitably come into play.
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Thoughts On Investing Amid Uncertainty
2020-08-21, Clement Chiang
The unprecedented nature of the pandemic led to one of the most rapid stock market declines in history quickly followed by one of the swiftest market rebounds.
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Controlling The “Controllables”
2020-07-10, Derek Nichol
How QV and its portfolio companies focused on what they could control in the wake of the pandemic.
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Pandemic Impact – Grocery Stores
2020-05-22, Darren Dansereau
A review of pandemic impacts on trends within the grocery business.