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The Intrinsic Value Podcast - The Investor’s Podcast Network
MI295: From Numbers to Riches: Return On Equity’s Impact on Investments w/ Jason Donville and Jesse Gamble
Sep 26, 2023
Jason Donville and Jesse Gamble discuss their investing strategy based on high and sustainable ROE businesses, the future of Constellation Software, the advantages of Canadian small-caps, and why small-caps offer less competition from institutional investors.
57:30
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Quick takeaways
- Invest in businesses with high and sustainable return on equity (ROE)
- Focus on long-term investment approach, assessing return on capital and integrity of management as exit signals
Deep dives
Investing in businesses with sustainable return on equity
The podcast episode discusses the importance of investing in businesses with high and sustainable return on equity (ROE). The guests, Jason Donville and Jesse Gamble, explain that they look for compounders - stocks that can grow at a rate higher than the overall market for a long period of time. They emphasize the need for companies to have a strong competitive advantage or moat, and they focus on analyzing a company's sustainability. They also highlight the importance of holding stocks for the long term and avoiding short-term trading based on market timing or temporary positive developments.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode