PM Chris Davis on developing a mindset that allows you to tune out the daily drama and successfully build wealth.
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Free Cash Flow Yield as a Measure of Value (2:13)
The insight that this obscure statistic can reveal about the valuation of a business
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Why Cash May Not be King (1:45)
Being on the sidelines may feel safer, but over the long term inflation destroys cash’s purchasing power while equities build true wealth
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Investment Themes We’re Focusing On Today
Why we’re focusing on select opportunities within Financials, Tech at a reasonable price, Healthcare and Industrials
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