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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Stewardship, Patience and Going Against the Crowd (3:59)

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Chris Davis and Bill Miller reflect on 40 years of friendship and how temperament has impacted their respective investment styles
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Tech – The Magnificent 7 and Beyond

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Focus on the Tech Stalwarts with reasonable valuations, in addition to the Online Giants
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Investors have rushed to a narrow universe of companies, driving valuations higher and placing the stocks in danger if growth disappoints
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Investor Education
A Market Correction is an Opportunity.
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