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.

Jesse Gamble, Senior VP and portfolio manager at Donville Kent Asset Management, shares his insights on Canadian growth stocks. He evaluates their valuations against U.S. counterparts, discusses selection criteria, and highlights companies like Light Speed and NEAT.com for their promising growth prospects. The conversation also touches on acquisitions by Propel Holdings and Gray Wolf, while diving into market risks concerning debts and tariffs. Jesse emphasizes the importance of understanding a company's balance sheet and analyzes stocks like TerraVest and Reitman's recovery journey.

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.