Amazon, GE and What to Look for in a Business (3:53)

The basic question our PMs ask: “What kind of businesses do you want to own, and how much do you want to pay?”

Identifying the great, but out-of-the spotlight companies that support the current tech revolution

Why are Financials attractive now? Financials are the cheapest sector in the market, yet have the strongest balance sheets in their history, growing market dominance, record net income and an improving regulatory environment.