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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Free Cash Flow Yield as a Measure of Value (2:13)
The insight that this obscure statistic can reveal about the valuation of a business
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In a world of significant transformation, it's not about risk on / risk off. It's about aligning with durable, adaptable, growing businesses and not overpaying
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You Always Sound Smarter when You’re Bearish
The vast majority of factors across society and around the world have improved massively for decades. Betting against long term progress is a loser’s game.
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