Kyle Grieve chats with Jason Donville and Jesse Gamble about their investing strategy based on finding high and sustainable ROE businesses, why small-caps are inefficiently priced, the future of Constellation Software, the importance of focusing on fundamentals over share price, and much, much more!

IN THIS EPISODE, YOU’LL LEARN:

00:0 - Intro

05:26 - About their outlook for Constellation Software, a business they’ve held since it IPO’d.

25:10 - How to utilize ROE in your investment process to make high return investments.

34:48 - Why Canadian small-caps have unique advantages to the US.

52:15 - Why small-caps offer less competition from institutional investors.

52:23 - Why opportunities in small-caps are so enticing.

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Paul’s Small Cap Discoveries.
What Works On Wall Street by James O'Shaughnessy.
How To Make Money In Stocks by William O'Neil.

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MI295: From Numbers to Riches: Return On Equity’s Impact on Investments w/ Jason Donville and Jesse Gamble

The Intrinsic Value Podcast - The Investor’s Podcast Network