The bursting of the easy money bubble marks a huge transition for the markets
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PM Chris Davis with David Rubenstein of Carlyle Group
Why all true investing is value investing, the importance of patience, resisting momentum-driven markets, maintaining discipline through volatility.
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Wisdom from Buffett, Munger & Graham
The profound influence these investment icons have had on our firm and philosophy.
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Why should equity investors be optimistic about the next decade?
The folly of short term forecasts, and putting current stock market valuations into perspective
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