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Podcast: The Intrinsic Value Podcast - The Investor’s Podcast Network
Episode: MI295: From Numbers to Riches: Return On Equity’s Impact on Investments w/ Jason Donville and Jesse Gamble
Description: 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 - Intro05:26 - 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 u...