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

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Why Investors Should Disregard Short-Term Forecasts

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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Recession Potential and Impact on Portfolio Positioning

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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Investor Education
A Market Correction is an Opportunity.
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