Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways
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Rising Multiples Carried the Markets through the “Easy Money” Decade. What’s Next?
With normalizing rates, companies will need to earn their higher valuations. Find lower-multiple companies with sustainable and growing margins.
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Why Select Banks are Undervalued Today
Why we believe select banks are attractive, given their durability, long-term growth, competitive advantages, growing market share and attractive valuations.
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What to Own and Avoid in Today’s Market
What types of companies should be avoided, and which stand to benefit from the end of the easy money era
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