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

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Market forecasters have a terrible record of predicting the future. Investors influenced by them may be sabotaging their returns.
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How Investors Should Prepare for the End of the “Easy Money” Era

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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The Opportunity in Semi-Conductors

The Opportunity in Semi-Conductors

The huge, long-term tailwinds driving Semiconductor growth
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Investor Education
A Market Correction is an Opportunity.
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