Rediscovering Financials as “growth stocks in disguise” - an important allocation in both DUSA and DFNL

For current performance and expense ratio:
DUSA, DFNL, DWLD, DINT

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Investing through Volatility

Investing through Volatility

PM Chris Davis on developing a mindset that allows you to tune out the daily drama and successfully build wealth.
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Separating Hype from Opportunity – Investment Implications of AI (4:44)

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How we're thinking through transformational growth opportunities, along with the risk of the over-hyped companies and soon-to-be obsoleted business models
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“Fragile Value” & “Speculative Growth” Areas to Avoid

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Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways
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Investor Education
A Market Correction is an Opportunity.
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