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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Rising Multiples Carried the Markets through the “Easy Money” Decade.  What’s Next?

Rising Multiples Carried the Markets through the “Easy Money” Decade. What’s Next?

With normalizing rates, companies will need to earn their higher valuations. Find lower-multiple companies with sustainable and growing margins.
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Tech – The Magnificent 7 and Beyond

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Focus on the Tech Stalwarts with reasonable valuations, in addition to the Online Giants
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Wisdom from Buffett, Munger & Graham

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The profound influence these investment icons have had on our firm and philosophy.
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Investor Education
A Market Correction is an Opportunity.
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