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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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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The insight that this obscure statistic can reveal about the valuation of a business
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Davis & Goei: Actively Managed ETF Pioneers
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