Kyle Grieve chats with Jason Donville and Jesse Gamble about their investing strategy based on finding high and sustainable ROE businesses, why small-caps are inefficiently priced, the future of Constellation Software, the importance of focusing on fundamentals over share price, and much, much more!IN THIS EPISODE, YOU’LL LEARN:00:0 - Intro05:26 - About their outlook for Constellation Software, a business they’ve held since it IPO’d.25:10 - How to utilize ROE in your investment process to make high return investments.34:48 - Why Canadian small-caps have unique advantages to the US.52:15 - Why small-caps offer less competition from institutional investors.52:23 - Why opportunities in small-caps are so enticing.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESPaul’s Small Cap Discoveries.What Works On Wall Street by James O'Shaughnessy.How To Make Money In Stocks by William O'Neil.NEW TO THE SHOW?Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Robert’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts.P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Learn how Principal Financial can help you find the right benefits and retirement plan for your team today.Your home might be worth more than you think. Earn extra money today with Airbnb.Get a customized solution for all of your KPIs in one efficient system with one source of truth. Download NetSuite’s popular KPI Checklist, designed to give you consistently excellent performance for free.Shape and flex your home loans how you want with Athena. Join the thousands of Aussies taking control of their mortgage today.Enjoy an all-in-one personal finance app that gives you a comprehensive view of all your accounts, investments, transactions, cash flow, net worth, and more, with Monarch Money. Get an extended thirty-day free trial today.Be confident that you’ll be small businessing at your best with support designed to help you reach your goals. Book an appointment with a TD Small Business Specialist today.Invest in the same paintings available to billionaires, at a more accessible price point with Masterworks.Support our free podcast by supporting our sponsors.Connect with Kyle: Twitter | WebsiteConnect with Jason: LinkedIn | WebsiteConnect with Jesse: LinkedIn | WebsiteSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.