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.

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.