The Intrinsic Value Podcast - The Investor’s Podcast Network

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

Listen Later

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:

      • ⁠CFI Education⁠
      • ⁠Airbnb⁠


        • Connect with Kyle: Twitter | Website

        Connect with Jason: LinkedIn | Website

        Connect with Jesse: LinkedIn | Website

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

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

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        ...more
        View all episodesView all episodes
        Download on the App Store
        The Intrinsic Value Podcast - The Investor’s Podcast NetworkBy The Investor's Podcast Network
        • 4.7
        • 4.7
        • 4.7
        • 4.7
        • 4.7

        4.7

        545 ratings

        More shows like The Intrinsic Value Podcast - The Investor’s Podcast Network

        View all
        Motley Fool Money by The Motley Fool

        Motley Fool Money

        3,179 Listeners

        We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

        We Study Billionaires - The Investor’s Podcast Network

        3,367 Listeners

        Rule Breaker Investing by The Motley Fool

        Rule Breaker Investing

        937 Listeners

        The Meb Faber Show - Better Investing by The Idea Farm

        The Meb Faber Show - Better Investing

        925 Listeners

        Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

        Invest Like the Best with Patrick O'Shaughnessy

        2,285 Listeners

        Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

        Capital Allocators – Inside the Institutional Investment Industry

        798 Listeners

        Chit Chat Stocks by Chit Chat Stocks

        Chit Chat Stocks

        190 Listeners

        The Acquirers Podcast by Tobias Carlisle

        The Acquirers Podcast

        301 Listeners

        Silicon Valley - The Investor's Podcast Network by The Investor's Podcast Network

        Silicon Valley - The Investor's Podcast Network

        57 Listeners

        Real Estate 101 - The Investor's Podcast Network by The Investor's Podcast Network

        Real Estate 101 - The Investor's Podcast Network

        115 Listeners

        Excess Returns by Excess Returns

        Excess Returns

        66 Listeners

        The Good Life Podcast with Sean Murray by Sean Murray

        The Good Life Podcast with Sean Murray

        50 Listeners

        Value Hive Podcast by Brandon Beylo

        Value Hive Podcast

        90 Listeners

        Chai with Pabrai by Mohnish Pabrai

        Chai with Pabrai

        75 Listeners

        The Memo by Howard Marks by Oaktree Capital Management

        The Memo by Howard Marks

        401 Listeners

        Yet Another Value Podcast by Andrew Walker

        Yet Another Value Podcast

        105 Listeners

        The Business Brew by Bill Brewster

        The Business Brew

        247 Listeners

        Business Breakdowns by Colossus | Investing & Business Podcasts

        Business Breakdowns

        351 Listeners

        Joys of Compounding by Colossus | Investing & Business Podcasts

        Joys of Compounding

        93 Listeners