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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“Value Creators and Price Takers” - Investing in Healthcare Today (4:42)
Why we don't bet on blockbuster drug approvals - focusing instead on durable companies that are helping to manage costs across the healthcare system
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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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How Inflation Impacts Portfolio Positioning
The types of companies that may continue to thrive if inflation increases.
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