We Study Billionaires - The Investor’s Podcast Network

TIP699: Unlocking High-Growth Investments w/ Jason Donville and Jesse Gamble

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Feb 16, 2025
Guest
Jason Donville
Guest
Jesse Gamble
In this discussion, Jason Donville, an award-winning analyst with deep experience in Asia and Canada, teams up with Jesse Gamble, an MBA holder from Ivey Business School. They dive into their investment philosophy, emphasizing the growing importance of the rule of 40 for identifying undervalued growth stocks. The duo shares insights on market reactions to interest rates, the evolving landscape shaped by AI, and strategies for evaluating high-growth investments. They also highlight the potential goldmine within small-cap stocks and the need for adaptability in turbulent markets.
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INSIGHT

Relative Valuation

  • Compare company valuations within your universe of stocks to identify true value.
  • Don't rely on standalone metrics without comparing them to similar opportunities.
INSIGHT

Valuation Evolution

  • Valuation thinking evolves; consider the Rule of 40 for high-growth companies, combining revenue growth and margin.
  • Factor prioritization (market cap, growth) influences investment choices.
INSIGHT

Compounding's Value

  • Compound growth is consistently undervalued by the market because humans think linearly.
  • High-growth companies can justify higher multiples due to compounding over time.
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