Identifying great businesses with above average growth, resiliency and competitive advantages, but at discounts to the index.

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The $1000 Hot Dog

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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Correlation Does Not Equal Causation

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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Chris Davis on Bloomberg ETF IQ

Chris Davis on Bloomberg ETF IQ

Rediscovering Financials as “growth stocks in disguise” - an important allocation in both DUSA and DFNL
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Investor Education
A Market Correction is an Opportunity.
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