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.

More Videos

“Hey ChatGPT – Finish this Building…Oh Wait!” Opportunities in the Industrial Sector (2:25)

“Hey ChatGPT – Finish this Building…Oh Wait!” Opportunities in the Industrial Sector (2:25)

Don't forget opportunities in the real physical world of commodities, agriculture and building products, far from today's over-hyped story stocks
Watch Now
Why Select Banks are Undervalued Today

Why Select Banks are Undervalued Today

Why we believe select banks are attractive, given their durability, long-term growth, competitive advantages, growing market share and attractive valuations.
Watch Now
The Opportunity in Semi-Conductors

The Opportunity in Semi-Conductors

The huge, long-term tailwinds driving Semiconductor growth
Watch Now
Investor Education
A Market Correction is an Opportunity.
Read More