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

<p>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!</p><p><br></p><p><strong>IN THIS EPISODE, YOU’LL LEARN:</strong></p><p>00:0 - Intro</p><p>05:26 - About their outlook for Constellation Software, a business they’ve held since it IPO’d.</p><p>25:10 - How to utilize ROE in your investment process to make high return investments.</p><p>34:48 - Why Canadian small-caps have unique advantages to the US.</p><p>52:15 - Why small-caps offer less competition from institutional investors.</p><p>52:23 - Why opportunities in small-caps are so enticing.</p><p>And much, much more!</p><p><br></p><p><em>*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.</em></p><p><br></p><p><strong>BOOKS AND RESOURCES</strong></p><ul><li>Paul’s <a href="https://smallcapdiscoveries.com/" rel="noopener noreferrer" target="_blank"><strong>Small Cap Discoveries</strong></a>.</li><li><a href="https://www.amazon.com/What-Works-Wall-Street-Fourth/dp/0071625763?crid=3L1ALFWDQZVZQ&amp;keywords=what+works+on+wall+street+5th+edition&amp;qid=1692289112&amp;sprefix=what+works+on+wall+stree%2Caps%2C156&amp;sr=8-1&amp;linkCode=ll1&amp;tag=tipnetwork-20&amp;linkId=d5e02da384d10d7677677ee39baae949&amp;language=en_US&amp;ref_=as_li_ss_tl" rel="noopener noreferrer" target="_blank"><strong>What Works On Wall Street</strong></a> by James O'Shaughnessy.</li><li><a href="https://www.amazon.com/How-Make-Money-Stocks-Winning/dp/0071614133?crid=1ZJ57S9S2JX31&amp;keywords=how+to+make+money+in+stocks+william+o%27neil&amp;qid=1692289363&amp;sprefix=how+to+make+money+in+%2Caps%2C197&amp;sr=8-1&amp;linkCode=ll1&amp;tag=tipnetwork-20&amp;linkId=e9431ce93d7ce9f7d3bd5540d5c09adb&amp;language=en_US&amp;ref_=as_li_ss_tl" rel="noopener noreferrer" target="_blank"><strong>How To Make M