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Holly LaFon
Holly LaFon
Articles (8899)  | Author's Website |

Language Matters in Investing | EP16

A podcast from Mawer Investment Management

September 14, 2018 | About:

Institutional portfolio manager, Rob Campbell, explains the concept of suitcase words: words into which people attribute—or pack—multiple meanings. He discusses how honing our language skills can contribute to better investing outcomes.

Highlights include:

  • Where the term “suitcase word” comes from—Marvin Minksy, AI, and the Turing Test all feature
  • How to combat suitcase words—don’t avoid them, unpack them via candid debate and discussion
  • Just what IS a defensive stock? Our view: a company with cashflows that are recurring and durable. Look at the business model, irrespective of sector.
  • A perhaps surprising example of a defensive stock we added to from the industrial space (aren’t they cyclical?): Wolters Kluwer N.V.

Listen to the podcast here.

About the author:

Holly LaFon
I'm a financial journalist with a master of science in journalism from Medill at Northwestern University.

Visit Holly LaFon's Website


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