Examples of how the low interest bubble era fueled speculation and irrational valuations
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Tariffs, Geopolitics and the Fallacy of Forecasts (3:50)
Markets overreact in the face of uncertainty. Our economy, businesses and markets are dynamic and will adapt – a huge strength
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Free Cash Flow Yield as a Measure of Value (2:13)
The insight that this obscure statistic can reveal about the valuation of a business
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Undervalued & Underappreciated – The Opportunity Today in Select Financials (4:05)
Why the best-run Financials continue to be significantly undervalued, as investors misunderstand their durability and earnings power
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