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“Fragile Value” & “Speculative Growth” Areas to Avoid

Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways

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Separating Hype from Opportunity – Investment Implications of AI (4:44)

Separating Hype from Opportunity – Investment Implications of AI (4:44)

How we're thinking through transformational growth opportunities, along with the risk of the over-hyped companies and soon-to-be obsoleted business models
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Key Considerations When Placing ETF Trades

Key Considerations When Placing ETF Trades

Dodd Kittsley, Davis Director of ETFs, on four tips for investing in ETFs, including using limit orders, avoiding trades at the market open and close and more.
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The Opportunity in Semi-Conductors

The Opportunity in Semi-Conductors

The huge, long-term tailwinds driving Semiconductor growth
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Investor Education
A Market Correction is an Opportunity.
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This is not a recommendation to buy, sell or hold any specific security. Holdings are subject to change. Click here for current fund holdings: DUSA, DFNL, DWLD, DINT.