Articles

Behavioral Biases: A 2 Part Series

In our last post in our investor education series, Active vs Passive: Why the Efficient Market Hypothesis is Wrong, we introduced the concept of rational actors, people that analyze every piece of available information and arrive at an optimal solution to maximize their expected utility, and irrational actors; people that use mental shortcuts and...

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Fourth Quarter & Full Year 2018 Update

Globescan Capital was founded on the principle that investing in high quality companies at attractive prices is the best and most consistent strategy to achieve long-run risk adjusted performance. This remains as true today as it has ever been. Regardless of the recent market movements we maintain the same disciplined adherence to that principle.   What...

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Thanksgiving 2018: Thoughts on Corporate Debt Levels: Implications, Risks, and Concerns?

Volatility First, a quick comment on volatility. During 2018, markets have been more volatile than we have seen for the past several years. This has understandably made many investors very nervous and given commentators a huge amount to write and talk about. However, we must put 2018 into context- for the last few years we...

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Third Quarter 2018 Update

Globescan Capital was founded on the principle that investing in high quality companies at attractive prices is the best and most consistent strategy for achieving favorable long-run risk adjusted performance. This remains as true today as it has ever been. Regardless of political changes, market movements and other investment fads, we have maintained and...

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Market Timing: A Losing Strategy

We would like to spend the entirety of this first post discussing a reoccurring question we receive: “Why can’t you just ride the market to its peak and then exit right before the inevitable correction?”   We understand where this question is coming from. Market timing is an intriguing concept on the surface – if we...

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Trade-off: Risk and Return

Investors typically focus on returns. ‘How much money am I making’ ‘How much money did I lose’ ‘Am I getting better returns than the S&P/ my neighbor/ the guy on TV’.   All of those are relevant questions, but without a consideration of the risk involved, the answers themselves are meaningless.   To incorporate the concept of risk...

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Second Quarter 2018 Update

Globescan Capital was founded on the principle that investing in high quality companies at attractive prices is the best and most consistent strategy to achieve long-run risk adjusted performance. This remains as true today as it has ever been. Regardless of political changes, market movements and other investment fads, we have maintained and will...

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