Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways
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Why should equity investors be optimistic about the next decade?
The folly of short term forecasts, and putting current stock market valuations into perspective
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Investors looking to build wealth should seek the best businesses, wherever they happen to be headquartered
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Identifying great businesses with above average growth, resiliency and competitive advantages, but at discounts to the index.
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