Why experience teaches that “You make most of your money in a bear market, you just don’t realize it at the time”
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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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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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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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