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: Separating Hype from Opportunity (4:17)

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Why the leaders of any tech revolution do not always end up the winners – No one can dictate outcomes and adaptability will be key
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Rigorous Research & Selectivity are Critical in Today’s Market (2:14)

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Why we’re focused intently on identifying resilient companies with above average growth prospects - and not overpaying
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PM Chris Davis on Investing in the Age of AI

PM Chris Davis on Investing in the Age of AI

As investors navigate one of the most consequential technological shifts in history, a practical framework for categorizing companies as " Winners", "Enablers" or "The Walking Dead"
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Investor Education
A Market Correction is an Opportunity.
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