Mastering the Mental Game of Investing

Mastering the Mental Game of Investing

Mastering the Mental Game of Investing

A video series to help you develop the mindset of a successful investor.

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Investing in a Transitioning Market

The end of the “easy money” era is unwinding the market distortions of the past decade, reinventing the landscape for businesses and investors
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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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Recession Coming? Timing Investment Decisions to Predictions is a Loser’s Game

Buy and hold regularly outperforms guessing the timing of the next recession. Align with companies that can ride out the storms.
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What to Own and Avoid in a Changing Environment

As rates normalize, specific companies attributes may be rewarded or penalized by the markets
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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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Why All Financials are Not Created Equal

“Financials” are often mistakenly lumped together, despite their wildly differed risk and opportunity profiles. The best are being rewarded by investors, but remain undervalued
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Tech – The Magnificent 7 and Beyond

Focus on the Tech Stalwarts with reasonable valuations, in addition to the Online Giants
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AI Impact Across Industries and Sectors

Ways artificial intelligence will be impacting business costs and productivity – in ways not yet reflected in their valuations
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A Closer Look at Healthcare and Industrials

Demographic tailwinds benefitting Healthcare Services, a focus on electrification and energy efficiency among Industrials
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The Return to Rationality

The bursting of the easy money bubble marks a huge transition for the markets
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Investor Implications of Rising Rates

How the end of the free money era is ending the distortions of the past decade and returning rationality to the marketsv
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The Easy Money Era – Who Was Helped

The long period of low interest rate fueled a bubble, creating widespread market distortions and irrational valuations
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Companies Who Rode the Easy Money Bubble

Examples of how the low interest bubble era fueled speculation and irrational valuations
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The Bursting of the Speculative Bubble

The speed of the current rate-hiking process and how it’s impacting companies who benefitted in the easy money era
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What to Own and Avoid in Today’s Market

What types of companies should be avoided, and which stand to benefit from the end of the easy money era
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The Opportunity in Semi-Conductors

The huge, long-term tailwinds driving Semiconductor growth
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Navigating Headwinds with Active Management

The ever-expanding margins and valuations of the past decade are unlikely to be sustained
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Evolution of the Economy is Creating Unique Opportunities

Electrification is driving copper demand, and the “decarbonizing” of energy is driving biofuels
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Finding Value Stocks in a Market Dominated by the Magnificent Seven

Investors have rushed to a narrow universe of companies, driving valuations higher and placing the stocks in danger if growth disappoints
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Why Select Banks are Undervalued Today

Why we believe select banks are attractive, given their durability, long-term growth, competitive advantages, growing market share and attractive valuations.
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How Investors Should Prepare for the End of the “Easy Money” Era

As rates normalize, certain business models are going to be severely challenged. What kind of companies do you want to own?
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Volatility is the Price of Admission for Long-Term Returns

To benefit from the wealth-building potential of equities, investors need to understand that pullbacks and drama will be an inevitable part of the journey.
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Equities Role During Periods of Inflation

How inflation quietly eats away at the purchasing power of consumers and how Equities – while volatile in the short term – can help investors build long-term wealth faster than inflation can degrade it
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“Fragile Value” & “Speculative Growth” Areas to Avoid

Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways
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Recession Potential and Impact on Portfolio Positioning

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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The Incredible Value Advisors Can Add During Volatile Markets

How the guidance of a financial advisor can help investors successfully build wealth as they navigate inevitable market volatility.
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The Types of Businesses That Can Build Generational Wealth

Identifying great businesses with above average growth, resiliency and competitive advantages, but at discounts to the index.
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Why Successful Investors Keep Emotions in Check

How emotion can impact the ability of investors to successfully compound wealth and the importance of partnering with a financial advisor.
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Why Investors Should Disregard Short-Term Forecasts

Market forecasters have a terrible record of predicting the future. Investors influenced by them may be sabotaging their returns.
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Recognize that Market Declines are Inevitable

10% market corrections happen once a year on average. Don’t allow these inevitable pullbacks to sway you from your investment plan.
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Correlation Does Not Equal Causation

The danger of investment products built on back testing. Markets continuously evolve and factors that seemed to have worked in the past may not work going forward.
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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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How Inflation Impacts Portfolio Positioning

The types of companies that may continue to thrive if inflation increases.
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Tuning out the Tweets

The most important lessons on successfully compounding wealth from our 50 years in the equity markets
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Why International

Why investors looking to maximize investment opportunity need to consider the many growing, high quality companies outside the U.S.
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Active Management Can Add Value

The qualities to look for in an active manager that have fostered outperformance versus the passive indices
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Davis Advisors – Unique Attributes

Why our commitment to a single investment philosophy, uncommon co-investment, true active management and experience have generated attractive returns versus the benchmarks over nearly half a century
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Davis Advisors Launches Davis Select International ETF (DINT)

Listen to Portfolio Manager Danton Goei discuss the launch of DINT - Davis Select International ETF
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Davis & Goei: Actively Managed ETF Pioneers

Consuelo Mack interviews PMs Chris Davis and Danton Goei on the key advantages of active management within an equity ETF
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Davis Advisors: Proven Active Management

Chris Davis on his firm’s time-tested, benchmark-agnostic investment approach, and two fundamental questions that lie at the heart of their research process.
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The Davis Select Worldwide ETF (DWLD)

Danton Goei, Portfolio Manager of DWLD, on his high-conviction, benchmark agnostic investment approach, where the portfolio is invested geographically and two representative holdings.
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Key Considerations When Placing ETF Trades

Dodd Kittsley, Davis Director of ETFs, on four tips for investing in ETFs, including using limit orders, avoiding trades at the market open and close and more.
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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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The Importance of Healthy Investor Behavior

Chris Davis on common pitfalls that often sabotage an investor’s return and how advisors can help.
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Why should equity investors be optimistic about the next decade?

The folly of short term forecasts, and putting current stock market valuations into perspective
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Why look around the world for investment opportunities?

Investors looking to build wealth should seek the best businesses, wherever they happen to be headquartered
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Wisdom from Buffett, Munger & Graham

The profound influence these investment icons have had on our firm and philosophy.
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Barron's Interview: Risk May Not Be What You Think It Is

PM Chris Davis offers perspective that can help every investor.
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Where is the Market Headed from Here?

No one can consistently predict the markets over the short term, yet there are ways to invest with confidence to reach your long-term goals.
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Investment Lessons from My Grandfather & Father

“You make most of your money in a bear market, you just don't realize it at the time”, and other key insights.
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Investor Education
A Market Correction is an Opportunity.
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