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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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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Why look around the world for investment opportunities?
Investors looking to build wealth should seek the best businesses, wherever they happen to be headquartered
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How Investors Should Prepare for the End of the “Easy Money” Era
As rates normalize, certain business models are going to be severely challenged. What kind of companies do you want to own?
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