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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Podcast: Does Price Matter? Finding Growing Businesses at Reasonable Prices
Why growing, durable businesses with pricing power, bought at reasonable prices are an attractive choice in a world of rising inflation
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The Mindset Required to Navigate Crises and Uncertainty
The danger of following the “experts” who try to predict the markets. Wealth compounds by remaining steadfast through inevitable adversity, not by trading in-and-out based on what is inherently unpredictable.
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Opportunities in Financials & the Impact of Rising Interest Rates
Our banks have their strongest balance sheets ever, and may benefit from the earnings boost provided by higher interest rates. We anticipate growing multiples as this resilience and earnings power are recognized.
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