All posts tagged Educating

  • Something Good for the Month

    September 28, 2021

    September 2021

    interesting links

    Fall season is exciting and full of contrasting colours. Take in what the season has to offer by enjoying warm sunny moments, snuggling through gloomy and rainy days or reading our monthly compilation of good reads from all over the internet.


    The Ringer | Nirvana in Bloom

    Thirty years ago, the night before ‘Nevermind’ was released, the now-legendary Seattle trio played a blistering show in Boston. Soon after that, everything changed.


    Bloomberg | Dark Pool Sold Some Order Flow

    Also IPO order books, Reddit algorithms, Evergrande and front-running.


    FS Blog | How to Remember What You Read

    It happens all the time. You read an amazing book, one so packed with wisdom that you think it’s going to change your life forever. Then…it doesn’t. Why? Because when you’re finally in a situation where you could use its insights, you’ve completely forgotten them. Time is our most valuable resource, so we shouldn’t waste it. The investment we make in reading should have a positive, lasting impact on our lives.


    Visual Capitalist | 9/11 Timeline: Three Hours That Changed Everything


    YouTube | Adults returning to work


    Investment involves risk, uncertainty and assumptions. The value of investments rise and fall and there is a risk you may not recoup the amount originally invested. Past performance is not a reliable indicator of future performance.
    The contents are provided as general in nature and should not be relied upon nor construed to be the rendering of specific tax, legal, accounting or professional investment advice. Readers should consult with their own accountants, lawyers and/or financial advisors for advice on their specific circumstances before taking any action.
    The information contained herein is from sources believed to be reliable, but accuracy cannot be guaranteed. No representations or warranty, expressed or implied, is made by Caldwell Investment Management Ltd. or its affiliates.

  • Something Good for the Month

    August 30, 2021

    August 2021

    interesting links

    Apple picking season has begun across Canada! These are our latest organic searched dessert picks.


    BBC | The farms being run from space

    Farming may be among the last industries to undergo a digital revolution. But the changes are arguably going to be further reaching than anything we’ve seen so far.


    Visual Capitalist | How Factor Investing Works, Using Everyday Examples


    Fast Company | 5 times Ted Lasso reminded us what great leadership looks like

    Apple TV’s Ted Lasso is like a cheat sheet for being a good leader.


    The Ringer | The Unflappable Greatness of Charlie Watts

    The Rolling Stones drummer, who died Tuesday at age 80, was a mesmerizing, suave force of coolness amid all the rock ’n’ roll chaos that surrounded him.


    Visual Capitalist | The Best-Selling Vehicles in the World By Country


    Investment involves risk, uncertainty and assumptions. The value of investments rise and fall and there is a risk you may not recoup the amount originally invested. Past performance is not a reliable indicator of future performance.
    The contents are provided as general in nature and should not be relied upon nor construed to be the rendering of specific tax, legal, accounting or professional investment advice. Readers should consult with their own accountants, lawyers and/or financial advisors for advice on their specific circumstances before taking any action.
    The information contained herein is from sources believed to be reliable, but accuracy cannot be guaranteed. No representations or warranty, expressed or implied, is made by Caldwell Investment Management Ltd. or its affiliates.

  • Something Good for the Month

    August 4, 2021

    July 2021

    interesting links

    Our monthly compilation is packed and shipped (meaning published)!

    Enjoy the latest edition – the most interesting reads we found online in the month of July.


    Visual Capitalist | Tax-to-GDP Ratio: Comparing Tax Systems Around the World

    The tax-to-GDP ratio measures a country’s tax revenue, relative to the size of its economy (measured by its Gross Domestic Product, or GDP). A higher tax-to-GDP ratio means more money is going to government coffers, and in theory, public services like education and infrastructure.


    Visual Capitalist | Visualized: The Biggest Ponzi Schemes in Modern History

    Ponzi schemes are a type of financial fraud that lures investors by promising abnormally high returns. Money brought in by new members is used to pay the scheme’s founders as well as its earlier investors. This cycle carries on for as long as cash continues to flow in.


    Oak Tree Capital | Latest Memo from Howard Marks: Thinking About Macro


    Business Insider | 48 of the best hockey players on Wall Street


    Family Minded | Most Popular Toys From the Year You Were Born

    When you think back to your childhood toy box, what comes to mind? The most coveted toys in your collection were probably quite different than the must-have toys of today… But what about the most popular toy from the year you were born?


    CNN Style | A giant 3D cat has taken over one of Tokyo’s biggest billboards


    Investment involves risk, uncertainty and assumptions. The value of investments rise and fall and there is a risk you may not recoup the amount originally invested. Past performance is not a reliable indicator of future performance.
    The contents are provided as general in nature and should not be relied upon nor construed to be the rendering of specific tax, legal, accounting or professional investment advice. Readers should consult with their own accountants, lawyers and/or financial advisors for advice on their specific circumstances before taking any action.
    The information contained herein is from sources believed to be reliable, but accuracy cannot be guaranteed. No representations or warranty, expressed or implied, is made by Caldwell Investment Management Ltd. or its affiliates.

  • Denis Taillefer, CFA

    Portfolio Manager

    July 15, 2021
  • Denis Taillefer, CFA

    Portfolio Manager

    July 9, 2021
  • Something Good for the Month

    June 29, 2021

    June 2021

    interesting links

    Summer is in full swing, so we prepared a few scoops of fresh news for our monthly compilation of interesting reads to keep you cool in the summer heat!


    Google Podcasts | Stanley Druckenmiller on What Makes a Great Investor, Bitcoin & His Biggest Trades


    Bloomberg | Stocks keep going up


    Doomberg | We Are About to Run Out of Some Stuff

    “It’s not about the pace, it’s about the direction we’ve set. The pace is of course a function of many factors, including the magnitude of the supply shock. But what’s probably more important is the probability of the supply shock translating into sustainable embedded inflation.” – Marek Belka


    Investment Executive | ETF sales trail mutual funds in May

    According to IFIC, mutual funds had net sales of $8.4 billion, while ETFs had $7.6 billion.


    Esquire | 46 of the Coolest Set Photos in Movie History

    Candid shots from some of the greatest films ever made.


    Investment involves risk, uncertainty and assumptions. The value of investments rise and fall and there is a risk you may not recoup the amount originally invested. Past performance is not a reliable indicator of future performance.
    The contents are provided as general in nature and should not be relied upon nor construed to be the rendering of specific tax, legal, accounting or professional investment advice. Readers should consult with their own accountants, lawyers and/or financial advisors for advice on their specific circumstances before taking any action.
    The information contained herein is from sources believed to be reliable, but accuracy cannot be guaranteed. No representations or warranty, expressed or implied, is made by Caldwell Investment Management Ltd. or its affiliates.

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