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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Investment Themes We’re Focusing On Today

Investment Themes We’re Focusing On Today

Why we’re focusing on select opportunities within Financials, Tech at a reasonable price, Healthcare and Industrials
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The $1000 Hot Dog

The $1000 Hot Dog

Chris Davis tells Barron’s about the powerful lesson his grandfather taught him about thrift, financial independence and the miracle of compounding.
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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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Investor Education
A Market Correction is an Opportunity.
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