Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways
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PM Chris Davis with David Rubenstein of Carlyle Group
Why all true investing is value investing, the importance of patience, resisting momentum-driven markets, maintaining discipline through volatility.
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The Types of Businesses That Can Build Generational Wealth
Identifying great businesses with above average growth, resiliency and competitive advantages, but at discounts to the index.
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Companies Who Rode the Easy Money Bubble
Examples of how the low interest bubble era fueled speculation and irrational valuations
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