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

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

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

Paul’s Small Cap Discoveries.

What Works On Wall Street by James O'Shaughnessy.

How To Make Money In Stocks by William O'Neil.

NEW TO THE SHOW?

Check out our Millennial Investing Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.

Enjoy exclusive perks from our favorite Apps and Services.

Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS
Support our free podcast by supporting our sponsors:

Linkedin Marketing Solutions

Fundrise

TurboTax

HelloFresh

NetSuite

Connect with Kyle: Twitter | Website
Connect with Jason: LinkedIn | Website
Connect with Jesse: LinkedIn | Website
Learn more about your ad choices. Visit megaphone.fm/adchoices

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

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Paul’s Small Cap Discoveries.

What Works On Wall Street by James O'Shaughnessy.

How To Make Money In Stocks by William O'Neil.

NEW TO THE SHOW?

Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

Linkedin Marketing Solutions
Fundrise
TurboTax
HelloFresh
NetSuite

Connect with Kyle: Twitter | Website

Connect with Jason: LinkedIn | Website

Connect with Jesse: LinkedIn | Website

Learn more about your ad choices. Visit megaphone.fm/adchoices