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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“Value Creators and Price Takers” - Investing in Healthcare Today (4:42)
Why we don't bet on blockbuster drug approvals - focusing instead on durable companies that are helping to manage costs across the healthcare system
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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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