Pinterest: 5 Ways The Platform Offers Unique Value To Users And Shareholders

Group 1 - The investment strategy focuses on acquiring strong businesses when they are undervalued, emphasizing the importance of quality and price [1] - The portfolio has evolved from Canadian dividend payers to a diverse range of industries including technology, payments, and emerging markets, indicating a broad investment approach [1] - The current emphasis is on large tech companies with extensive user bases and content libraries, highlighting the potential for cross-selling opportunities [1] Group 2 - Valuation is primarily based on EBIT plus R&D investments, reflecting a belief in the long-term potential of certain research and development initiatives [1] - The annual return from February 2019 to August 2024 was 10.5% CAGR, which is below the market's 14.84% CAGR, suggesting a need for improved performance in the future [1] - The investment philosophy rejects traditional "Buy" and "Sell" recommendations, advocating for a focus on exceptional businesses at fair prices, with a preference for a "Strong Buy" threshold [1]