2025-02-16
1 小时 12 分钟You're listening to TIP Today's Guests Jason.
Donville and Jesse Gamble are a few of the best growth investors that I've encountered.
Their firm, Donville Kent Asset Management, has built an incredible track record, beating the S&P 500 since 2008.
They've managed to do this through two brutal down cycles in 2008 and 2020, and through changing economic environments, they've consistently identified undervalued growth stocks long before the market catches on.
Now I had the chance to interview Jason and Jesse back in 2023 and I took so much away from our first conversation.
This time we're going to dive deeper into several investing themes.
Over the years they've refined their process, evolving from using systems such as Peter Lynch's PEG ratio to using systems based on return on equity and now using the rule of 40, which is just a very, very powerful tool for spotting fast growing companies with multi bagger potential.
We'll also discuss how they navigate the ever changing market landscape, including why the market consistently underprices quality growth st and how they analyze a business's moat by tracking key financial metrics.
They'll also break down their stock ranking system, their approach to position sizing, and the geographical differences in stock valuation between the US and Canada.
Since Jason is ex military and Jesse is a current professional athlete on top of what he's already doing with Donville Kent Asset Management, I wanted to learn how their backgrounds have helped them develop the resilience needed to thrive in investing, especially during market drawdowns.
We'll also explore how they stay engaged during bear markets, why they believe AI is transforming business fundamentals, and how they find the best opportunities in small and mid cap stocks, a space that many investors tend to overlook.
I highly respect their ability to just cut through the noise and focus on high conviction investments as well as having high levels of concentration in those investments.
Now as holders of Constellation Software since it IPO'd, we'll also talk about their views on why they prefer it over its spin offs Topicus and Lumine.
And finally, with money market funds at all time highs, we'll get their take on how and when this massive cash pile might flow back into equities and what that could mean for stock market performance.
Now, without further ado, let's get right into this week's episode with Jason Donville and Jesse Gamble.
Since 2014 and through more than 180 million downloads, we've studied the financial markets and read the books that influence self made billionaires the most.
We keep you informed and prepared for the unexpected.
Now for your host, Kyle Grieve.
Welcome to the Investors Podcast.
I'm your host, Kyle Grieve, and today we welcome Jason Donville and Jesse Gamble onto the show.