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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Investing Philosophy and Approach
01:56 • 14min
Exit Signals for Holdings and Examples of Selling Due to Decreased Growth and ROE
16:04 • 2min
Enhancing Employee Financial Security and Streamlining Business Processes
17:51 • 3min
Staying Fully Invested in Volatile Markets
20:52 • 16min
Decisive Dividend: Acquiring and Paying Out
37:16 • 7min
Investing in Canadian Businesses After the IPO Phase
43:48 • 14min
Current State of Investments and Impact of Stock Price Movements
57:44 • 3min