How a company management can create or destroy business value over time
More Videos
The Danger of Overly Aggressive Growth Assumptions (1:30)
Why investors often overpay for the inflated growth projections of today's high flyers - taking on risk in the areas they see as safe
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
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
Watch Now
