The insight that this obscure statistic can reveal about the valuation of a business
More Videos
Predicting vs. Preparing, Navigating Sticky Inflation & High Valuations (4:19)
In a world of significant transformation, it's not about risk on / risk off. It's about aligning with durable, adaptable, growing businesses and not overpaying
Watch Now
You Always Sound Smarter when You’re Bearish
The vast majority of factors across society and around the world have improved massively for decades. Betting against long term progress is a loser’s game.
Watch Now
Investor Implications of Rising Rates
How the end of the free money era is ending the distortions of the past decade and returning rationality to the marketsv
Watch Now
