U.S. Equity Ownership
Similar to last month’s chart highlighting investor sentiment, we wanted to showcase US household and nonprofits overall equity exposure. Again, these... Continue reading
Investor Sentiment Climbing…
Investor Sentiment Climbing… Instead of our typical headline piece, we wanted to include a chart that investors should be mindful of. While investor sentiment on its own... Continue reading
Remarks by Naval Admiral McRaven
In one of our favourite commencement speeches, Admiral McRaven offers advice for changing the world from his 36 years of experience as a Navy SEAL: Ask for help when... Continue reading
There They Go Again…Again (read more)
In his most recent memo, Howard Marks does a tremendous job highlighting his thoughts on everything ranging from elevated valuations and low prospective returns... Continue reading
2017 Internet Trends Report
Mary Meeker’s annual report is an invaluable tool in understanding how connected businesses are evolving over time. It is a long presentation, so we’ve included our favourite... Continue reading
Elon Musk: The Future We’re Building
“My proceeds from PayPal were $180m. I put $100m in SpaceX, $70m in Tesla and $10m in Solar City. I had to borrow money for rent.”
— Elon Musk In this TED Talk... Continue reading
Lies, Damn Lies, and Statistics
Most investors have a vague sense they’re being ripped off. This article details how that happens. Creativity, alas, doesn’t equal success with ETFs. Vanguard calculated... Continue reading
Charlie Munger on Wisdom + Focus
As friends of Gallant MacDonald know, Charlie Munger holds a special place in our minds. As Bill Gates said of him: “He is truly the broadest thinker I have ever encountered.”... Continue reading
3G Capital: Buy, Squeeze, Repeat
Many of you know we’ve long been admirers of the Brazilian investors at 3G Capital at Gallant MacDonald. Most Canadians would know them for their acquisition of Tim... Continue reading
What It Takes to be Number One
“Vincent Thomas Lombardi is arguably the greatest football coach of all time, and is on the short list of history’s greatest coaches, regardless of sport. His ability... Continue reading
Michael Wilson: The Tri-Athlete Capitalize for Kids board member and former Minister of Finance Hon. Michael Wilson shares his story at the Gallant MacDonald Breakfast Series. For those who couldn’t... Continue reading
Goldthorpe on Credit Risks
Watch Capitalize for Kids board member and former President and CIO of Apollo Investment Corporation share his views on the credit market. His commentary on US Treasuries... Continue reading
On Life and Blackstone
Stephen Schwarzman is one of America’s most well-regarded philanthropists and business magnates. Stephen speaks to the creation of his firm Blackstone, his life, and the legacy... Continue reading
Quit Often. Quit Early.
In a speech titled “Tragedy and Genius”, Professor Deepak Malhotra speaks to the 2012 Harvard Business School graduating class. The unfortunate reality is that those who should... Continue reading
For an appropriate post Olympics article, we wanted to highlight The California Sunday Magazine piece on one scientist’s quest to “find the genetic mutations that make athletes elite — which may lead... Continue reading
Paul Tudor Jones II is one of the most recognizable names in the hedge fund industry. He’s also co-founder of the Robin Hood Foundation, an organization we have no shortage of admiration for.
Despite... Continue reading
In May, our non-profit Capitalize for Kids interviewed billionaire hedge fund manager Larry Robbins and Pierre Lavallee, Head of Global Investment Partnerships at CPPIB, on today’s market ... Continue reading
It’s not the critic who counts, not the man who points out how the strong man stumbles, or whether the doer of deeds could have done them better. The credit belongs to the man – now ... Continue reading