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
Amazon, GE and What to Look for in a Business (3:53)
How a company management can create or destroy business value over time
Watch Now
“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
Active Management Can Add Value
The qualities to look for in an active manager that have fostered outperformance versus the passive indices
Watch Now