MI295: From Numbers to Riches: Return On Equity’s Impact on Investments w/ Jason Donville and Jesse Gamble
The Intrinsic Value Podcast - The Investor’s Podcast Network
Investing Philosophy and Approach
Jason Donville and Jesse Campbell discuss their investing philosophy of seeking compounders, focusing on businesses with a competitive advantage, and holding long-term positions. They also talk about the potential impact of growing assets under management on investing in small-cap businesses.
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.
NEW TO THE SHOW?
- Check out our Millennial Investing Starter Packs.
- Browse through all our episodes (complete with transcripts) here.
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- Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
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Connect with Kyle: Twitter | Website
Connect with Jason: LinkedIn | Website
Connect with Jesse: LinkedIn | Website
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