Predicting is futile. Buy businesses that have proven resilient through the inevitable storms. Investors are now being reminded of the critical importance of business durability.
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Rigorous Research & Selectivity are Critical in Today’s Market (2:14)
Why we’re focused intently on identifying resilient companies with above average growth prospects - and not overpaying
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AI Impact Across Industries and Sectors
Ways artificial intelligence will be impacting business costs and productivity – in ways not yet reflected in their valuations
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How Investors Should Prepare for the End of the “Easy Money” Era
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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