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. 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