Current State of Investments and Impact of Stock Price Movements

The speakers discuss the impact of stock price movements on their portfolio and highlight the importance of focusing on fundamentals and strategic moves during short-term setbacks.

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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

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
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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SPONSORS

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Connect with Jason: LinkedIn | Website

Connect with Jesse: LinkedIn | Website

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