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

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Why should equity investors be optimistic about the next decade?

Why should equity investors be optimistic about the next decade?

The folly of short term forecasts, and putting current stock market valuations into perspective
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Why look around the world for investment opportunities?

Why look around the world for investment opportunities?

Investors looking to build wealth should seek the best businesses, wherever they happen to be headquartered
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Identifying great businesses with above average growth, resiliency and competitive advantages, but at discounts to the index.
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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.