Dec 28, 2022
What investors can learn from the s-curves of technologies both old and new.
Highlights
- How S-curves relate to TAM (total addressable market)—and what piqued our interest about them in the first place
- Types of S-curves
- Where different technologies fall into an S-curve: E.g., cars, refrigerators, landlines, TVs,...
Dec 14, 2022
What we think about the newly proposed tax on share buybacks in Canada, a balanced take on the energy theme, and where we’ve trimmed, exited, and added in the portfolio.
Highlights:
- Which sectors may be most affected by the buyback tax
- Holdings that showed strong fundamentals throughout this...