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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Uncovering Opportunities in the Tech Sector (3:35)
How we navigate the Technology sector, identifying companies with durable, growing earnings and avoiding the lofty valuations of "story stocks"
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The folly of short term forecasts, and putting current stock market valuations into perspective
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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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