Welcome to our blog. We model Buffett’s approach to educating clients on the discipline of compounding wealth through value investing, not investing in things we don’t understand, avoiding noise and distractions and not being concerned if the market discounts or undervalues our companies.
The Bank of Canada (“BoC”) and U.S. Federal Reserve (“Fed”) were at it again, recently raising rates another quarter point. While we think those latest increases were unnecessary given already sharply lower inflation trends, at least we now have......
July saw global equity markets heat up even further and extend their year-to-date gains. They were fuelled by more Goldilocks (not too hot, not too cold) data on the global economy, inflation, and some better news from China at last....
Sometimes in the world of investments, the best longer-term risk-reward vehicles are found on the road less travelled. Case in point, since the start of 2022, Canadian banks have been very much out of favour with investors....