GameStop’s extraordinary surge came to an abrupt halt this week. The appeal was never in any underlying fundamentals, it was in the game itself.
Excessive Optimism And Rampant Speculation
2021-01-15, Jason Reed
A discussion of speculation and unrestrained enthusiasm for high growth in today’s equity markets.
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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.