Qube Commentary July 2023
COMMENTARY Qube Commentary (Q2) 10 July 2023 Picking the Right Ingredients Why do we restrict the Kaleo portfolios to a limited number of companies? Well, it’s our belief that a focus on quality rather than quantity will lead us to better returns for our...
Qube Commentary January 2023
COMMENTARY Qube Commentary (Q4) 15 January 2023 It’s Time to Share My Secret All these years, Qube’s Owner and Portfolio Manager, Ian, has harboured a pretty intense secret. Using Meta as a case study, he reveals why market gossip, though entertaining, can...
Qube Commentary July 2022
COMMENTARY Qube Commentary (Q2) 20 July 2022 The Missing Bubble Often, we find ourselves in conversations (some lasting nearly two decades) about this housing bubble in Canada. But if we all believe there is a bubble, and that it will inevitably pop, then why do...