All posts tagged Goodreads

  • Something good for the month

    April 2, 2020

    March 2020

    interesting links

    We’ve put together our “most interesting links compilation” for the month of March. We found it odd posting all the pandemic information under our Tell Me Something Good title, but sometimes bad news can turn into good news…

    YouTube: Some Good News with John Krasinski

    John Krasinski highlights some good news from around the world, including an interview with Steve Carell to mark the 15th anniversary of The Office.


    Latest memo from Howard Marks: Flattening the Curve

    The spread of the virus has been described as “exponential”. Most people use this word without understanding precisely what it means. In short, exponential growth is the real-world version of what people in our business refer to as compounding. In other words, there’s a growth percentage and the parameter in question increases by that percentage every period. Thus, the rate of growth is constant and the magnitude of the increase grows in each period. For years we’ve talked about things on the Internet “going viral.” This is what exponential growth means.


    Institutional Investor: Restaurants Are Being Destroyed. Money Managers Should Be Scared.

    Unlike 2008–2009, when the cause of the market meltdown was at least industry-related, today these entrepreneurs, who risk everything to create better investment outcomes for clients and their beneficiaries, fail for no fault of their own. And these are the managers — especially emerging managers — that tend to outperform their more established peers and produce the Alpha we so desperately seek.


    Visual Capitalist: The Hardest Hit Companies of the COVID-19 Downturn: BEACH

    The market’s latest storm has plunged the global travel industry into uncharted territory. Since the S&P 500 market high on February 19, 2020, market capitalizations across BEACH industries — booking, entertainment, airlines, cruises, and hotels — have tumbled. The infographic profiles the steep losses across BEACH companies.


    World Economic Forum: How big business is joining the fight against COVID-19

    As the number of confirmed COVID-19 coronavirus cases continues to rise, exceeding 350,000 on 23 March, 2020 something else is starting to happen around the world – entrepreneurs, businesses and multimillionaire philanthropists are pledging their support. Some are augmenting the work of public bodies, while others are filling gaps that might otherwise have been left unfilled. Here is a round-up of some of the activities and initiatives undertaken by private-sector organizations that are helping to combat the coronavirus.


    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

    February 27, 2020

    February 2020

    interesting links

    We were digging and digging to find the most interesting articles to present to you for the month of February. We hope you enjoy them as much as we did.


    Visual Capitalist: Visualizing the 700-Year Fall of Interest Rates

    How far can interest rates fall? Currently, many sovereign rates sit in negative territory, and there is an unprecedented $10 trillion in negative-yielding debt. This new interest rate climate has many observers wondering where the bottom truly lies.


    Profgalloway.com: LAnd of the Undead

    Most large entertainment media firms (Comcast, AT&T, Verizon, Netflix, Fox, Sony, etc.) will cede value to Amazon and Apple over the next decade. Similar to Walmart, Disney is the only incumbent with the assets, leadership, and shareholder base to land counterpunches on the purveyors of paper towels & AirPods. This week I shared my take on the streaming wars with 700+ people tuning into our livestream. We constructed a framework to separate winners from losers.


    CNBC: A huge driver of stock prices got off to its worst start in 7 years, but that could change

    Share buybacks, one of the key building blocks for the nearly 11-year bull market run, have gotten off to a slow start in 2020 that, if sustained, could pose a threat to the Wall Street rally.


    Fast Company: The 2019 Innovation By Design honorees point toward a more sustainable future

    The article highlights the innovation by design awards and how many of them are designing sustainable business practices.


    Visual Capitalist: Where Are the Oldest Companies in Existence?

    Where Are the Oldest Companies in Existence? The Companies With the Strongest Staying Power? The Oldest Company in Every Country, by Region?


    Forbes: 8 Scientific Facts Everyone Should Know About Leap Day

    Once every four years, at least under most circumstances, humanity inserts an extra day into our calendar year to help keep time: Leap Day.[…] Despite a bizarre historical origin and a series of urban legends surrounding it, Leap Day exists for scientific, not superstitious, reasons.


    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

    January 30, 2020

    January 2020

    interesting links

    We are always looking for great insightful articles to share within our community. There was no shortage of interesting articles for the month in January. We hope you enjoy them as much as we did.


    Latest memo from Howard Marks: You Bet!

    You can’t tell the quality of a decision from the outcome. This revelation had a profound influence on me as a 17-year-old and represented the first critical building block in my understanding of how the world works.


    Seth Klarman passionately defends value investing and said its time is coming again soon

    Billionaire hedge fund manager Seth Klarman defended value investing, saying in a letter to clients that several factors, including the proliferation of passive investing, have created market mispricings that will soon lead to a payoff for the long underperforming strategy.


    Forecasts or Nowcasts? What’s on the Horizon for the 2020s?

    As we enter 2020, a new decade, investment managers, economists, market pundits, and the like naturally turn to making all types of forecasts for the years ahead. In this article we offer our take on the difference between empirically based investment forecasts and “nowcasts,” the latter often touted and often wrong.


    The Global 100: Twelve of the world’s most sustainable companies are right here in Canada

    It turns out Canada is no slouch on the score of corporate sustainability leaders, with 12 publicly traded companies (with revenues over $1 billion) qualifying for the Global 100 in 2020.


    How to Build Your Own Escape Room

    You have walked through the door into a cheery startup office. Past the sea of monitors, colorful motivational posters adorn brick walls. There is a cabinet full of swag T-shirts and laptop dongles, and a Nerf gun lazily pokes out from under a couch. A monitor on the wall dutifully ticks down how much money is left in the bank. You are in one of two places. Maybe you are in the office of a real-life startup — or maybe you have found yourself in Startup Escape, the startup-cliché-filled escape room I built.


    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

    December 20, 2019

    December 2019

    interesting links

    We are always looking for great insightful articles to share within our community. There was no shortage of interesting articles for the month in December. We hope you enjoy them as much as we did.


    Epsilon Theory: A 2019 Retrospective

    Instead of the usual “The Year in Review” or “The Year Ahead” nonsense you don’t want to read and we don’t want to write, what we’ve got for you is a quintessentially Epsilon Theory experience.


    Bloomberg: Repo Blowup Was Fueled by Big Banks and Hedge Funds, BIS Says

    The September mayhem in the U.S. repo market suggests there’s a structural problem in this vital corner of finance and the incident wasn’t just a temporary hiccup, according to a new analysis from the Bank for International Settlements.


    Fast Company: The $100 billion reason not to return gifts this holiday season

    90% of products returned during the holidays won’t be resold—and some will end up in a landfill.


    Marker: The 3 Best Business Books of 2019 (According to Every Other Best-of-2019 List)

    11,000 business books are published every year. Here are the three you need to crush 2020.


    Intelligencer: Boris’s Blundering Brilliance

    Brexit has given the U.K’s self-seeking Prime Minister the opportunity to show he actually knows what he’s doing.


    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.

  • Chatting The Charts

    December 19, 2019

    How Does Your Personality Type Affect Your Income?

    personality vs income


    This time we came across an Infographic from Visual Capitalist based on a research by truity.com.
     
    The research discusses how personality types explained in the Myers-Briggs theory affect an individual’s earning power.

    The Myers-Briggs theory is built around four major dimensions of personality:

    • Extraversion vs. Introversion
    • Sensing vs. Intuition
    • Thinking vs. Feeling
    • Judging vs. Perceiving

    These dimensions, combined together, create 16 personality types.
     
    The Visual Capitalist’s Infographic summarizes the findings on how each of 16 personality types impacts income and shows that there is a big difference in average income for the 16 personality types.


    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 of this blog are the personal views of the author and not necessarily the views of Caldwell Investment Management Ltd. The views expressed, while based on current market conditions and information, they are subject to change without notice and as such, there can be no assurance that actual results will not differ materially from such expectations. The comments are an illustration of broader themes and intended to be for general information purposes only.
    Forward-looking statements are not guarantees of future results as they involve uncertainties and assumptions; there can be no assurance that actual results will not differ materially from expectations.
    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

    December 2, 2019

    November 2019

    interesting links

    We are always looking for great insightful articles to share within our community. November was full of interesting, positive and negative topics. We hope you enjoy them as much as we did.


    Bloomberg: Professor Who Wrote Book on Drug Crime Is Accused of Money Laundering

    A Miami professor who’s an expert on drug trafficking and organized crime was charged by the U.S. with laundering money from Venezuela, skimming more than $250,000 for himself.


    Wired: Is Tesla’s Cybertruck Pickup for Real? Let’s Investigate

    Elon Musk showed off a new vehicle. But the presentation lacked familiar Musk flourishes.


    Marker: Retailers Are Now Making Stores A Lot More Like the Internet

    A new startup is working with department stores to give them a ‘third wave’ retail boost.


    Bloomberg: The World May Have a Bigger Problem Than a Potential Recession

    The global economy is stuck in a rut that it won’t exit unless governments revolutionize policies and how they invest, rather than just hoping for a cyclical upswing, the OECD said.


    Marker: What Economists Get Wrong About Choice

    Sometimes behavior that may seem irrational is really rational choice in disguise.


    Epsilon Theory: By Our Own Petard

    Fiduciary standards, prudent man rules and client sensibilities compel us toward fervent pursuit of “alignment.” There’s just one little problem: we can never be aligned with our agents.


    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.