Author - gciadmin

Behavioral Biases: Part Two

In our last post, Behavioral Biases: A 2 part Series, we discussed some of the behavioral biases which investors often fall victim to, focusing firstly on the emotional biases. In this post, we will continue that discussion, now focusing on the cognitive biases.   Unlike emotional biases, which stem from impulse, intuition, and feelings (things most...

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First Quarter 2019 Update

As you know, our philosophy and approach to investing is to focus on the long- term cash flow growth of the companies we invest in, rather than focusing on short term market movements. As such, quarterly updates such as this are of far more value to you if we focus more on how we...

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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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