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

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Free Cash Flow Yield as a Measure of Value (2:13)

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Davis Select US Equity ETF (DUSA) PM Commentary with Chris Davis

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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.