Market forecasters have a terrible record of predicting the future. Investors influenced by them may be sabotaging their returns.
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Why Select Banks are Undervalued Today
Why we believe select banks are attractive, given their durability, long-term growth, competitive advantages, growing market share and attractive valuations.
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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 huge, long-term tailwinds driving Semiconductor growth
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