Predicting is futile. Buy businesses that have proven resilient through the inevitable storms. Investors are now being reminded of the critical importance of business durability.

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AI Impact Across Industries and Sectors

AI Impact Across Industries and Sectors

Ways artificial intelligence will be impacting business costs and productivity – in ways not yet reflected in their valuations
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You Always Sound Smarter when You’re Bearish

You Always Sound Smarter when You’re Bearish

The vast majority of factors across society and around the world have improved massively for decades. Betting against long term progress is a loser’s game.
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The Types of Businesses That Can Build Generational Wealth

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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Investor Education
A Market Correction is an Opportunity.
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