We Study Billionaires - The Investor’s Podcast Network
TIP699: Unlocking High-Growth Investments w/ Jason Donville and Jesse Gamble
Feb 16, 2025
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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Quick takeaways
- Donville Kent Asset Management's transition to the Rule of 40 illustrates their refined approach in identifying high-growth, efficiently managed companies.
- The investment team's proactive engagement during market downturns enables them to uncover undervalued opportunities capable of significant rebounds.
Deep dives
Consistent Outperformance Through Market Cycles
Donville Kent Asset Management has demonstrated a strong ability to outperform the S&P 500 since 2008, despite facing significant market downturns in 2008 and 2020. This success is attributed to their skill in identifying undervalued growth stocks well ahead of market recognition. Their process involves refining metrics such as the Rule of 40, which effectively highlights companies with strong growth potential and profitability. By focusing on these stocks, they navigate shifting economic landscapes while maintaining performance consistency.
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