PM Chris Davis on developing a mindset that allows you to tune out the daily drama and successfully build wealth.
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PM Chris Davis with David Rubenstein of Carlyle Group
Why all true investing is value investing, the importance of patience, resisting momentum-driven markets, maintaining discipline through volatility.
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Stewardship, Patience and Going Against the Crowd (3:59)
Chris Davis and Bill Miller reflect on 40 years of friendship and how temperament has impacted their respective investment styles
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Amazon, GE and What to Look for in a Business (3:53)
How a company management can create or destroy business value over time
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