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Quarterly review covering the market outlook and summary of the latest quarter.
Langdon founder features on Canadian Family Offices unpacking our deep research, in-person visits and how we spot compelling small firms around the world.
Langdon Founder and Lead Investor Greg Dean is interviewed by Australian management consultancy InvestSense, digging in to the latest global small cap landscape.
Langdon Founder and Lead Investor Greg Dean, provides an overview of Langdon’s investment process at the Australian Morningstar Investment Conference.
View Langdon’s Investment Case Study Webinar, where Isaac Bowman discusses the growth potential of Morningstar Inc (NASDAQ: MORN).
Quarterly review covering the market outlook and summary of the latest quarter.
Quarterly review covering the market outlook and summary of the latest quarter.
Quarterly review covering the market outlook and summary of the latest quarter.
Quarterly review covering the market outlook and summary of the latest quarter.
Quarterly review covering the market outlook and summary of the latest quarter.
Quarterly review covering the market outlook and summary of the latest quarter.
Quarterly review covering the market outlook and summary of the latest quarter.
Langdon Founder & Lead Investor, Greg Dean talks investment approach and which sectors and regions he sees as the best opportunities for global microcaps.
Part 4: To Kill a Compounder – lessons learned on reasons companies stop creating value
In Part 3 of our Anatomy of a Compounder series, we will talk about companies that can compound cashflows over time without the need for very much, if any, reinvestment.
The importance of reinvestment rate and the high ROIC fallacy
A close look at a foundational element of our investment process.
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A close look at a foundational element of our investment process.
Focusing on time-in-market versus market timing.
Reviewing recent sea freight rates at surface level is not enough. We analyze the complete picture and the impact on a sample of our companies.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
Focusing on time-in-market versus market timing.
Reviewing recent sea freight rates at surface level is not enough. We analyze the complete picture and the impact on a sample of our companies.
In Small Cap investing, there is no substitute for in person meetings.
A closer look at our relationship with Guardian Capital.
Our team highlights two small companies that we think have the attributes to be great long-term investments.
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Smaller company inefficiencies do exist. And we can take advantage of them.
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