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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The Most Important Things We Believe Equity Investors Should Focus on Today (6:18)
Why we believe selectivity is more important in a time of great market and economic transition and highs in both market concentration and valuations
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“Financials” are often mistakenly lumped together, despite their wildly differed risk and opportunity profiles. The best are being rewarded by investors, but remain undervalued
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Tuning out the Tweets
The most important lessons on successfully compounding wealth from our 50 years in the equity markets
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