The bursting of the easy money bubble marks a huge transition for the markets
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Why all true investing is value investing, the importance of patience, resisting momentum-driven markets, maintaining discipline through volatility.
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Focus on the Tech Stalwarts with reasonable valuations, in addition to the Online Giants
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Chris Davis on his firm’s time-tested, benchmark-agnostic investment approach, and two fundamental questions that lie at the heart of their research process.
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