Invidious

21:51

AI CapEx: How Hyperscalers Turn Data Centers Into Returns | EP 226

Mawer Investment Management Ltd.

Shared 31 minutes ago

1 view

26:53

Global Equity: When the Voting Machine Overwhelms the Weighing Machine | EP 212

Mawer Investment Management Ltd.

Shared 5 months ago

1K views

5:23

A Smarter Way to Invest in Emerging Markets

Mawer Investment Management Ltd.

Shared 1 month ago

46 views

12:19

Memory, Part 3: Cyclicality, Leveraged EFTs, and Pricing Uncertainty | EP 225

Mawer Investment Management Ltd.

Shared 3 weeks ago

314 views

21:16

Quarterly Update | Q4 2025 | EP 206

Mawer Investment Management Ltd.

Shared 7 months ago

384 views

29:08

Memory, Part 1: From Boom-Bust Commodity to AI Bottleneck | EP 223

Mawer Investment Management Ltd.

Shared 1 month ago

702 views

32:36

U.S. Mid-Cap: The Physical Economy Comeback, Capital Intensity, and Portfolio Positioning | EP 216

Mawer Investment Management Ltd.

Shared 3 months ago

521 views

6:42

Where Emerging Markets Meet the Future

Mawer Investment Management Ltd.

Shared 1 month ago

68 views

24:29

U.S. Equities: Software, Security, and Shifting Regimes | EP 211

Mawer Investment Management Ltd.

Shared 6 months ago

835 views

31:00

The Odyssey, the AI Trade, and Concentration Risk | EP 219

Mawer Investment Management Ltd.

Shared 2 months ago

545 views

21:37

Investing in the Build Canada Theme | EP 222

Mawer Investment Management Ltd.

Shared 1 month ago

1.3K views

19:48

Banks, Barrels, and Gold: Canadian Equity in a Risky World | EP 205

Mawer Investment Management Ltd.

Shared 7 months ago

288 views

6:45

How Emerging Markets Evolved from Resources to Innovation

Mawer Investment Management Ltd.

Shared 1 month ago

85 views

29:15

Quarterly Update | Q1 2026 | EP 213

Mawer Investment Management Ltd.

Shared 4 months ago

219 views

28:48

U.S. Mid-Cap Resilience: Beyond the Headlines | EP 204

Mawer Investment Management Ltd.

Shared 8 months ago

277 views

33:29

Data Moats in the Age of AI | EP 207

Mawer Investment Management Ltd.

Shared 7 months ago

305 views