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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The $1000 Hot Dog

The $1000 Hot Dog

Chris Davis tells Barron’s about the powerful lesson his grandfather taught him about thrift, financial independence and the miracle of compounding.
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Recession Potential and Impact on Portfolio Positioning

Recession Potential and Impact on Portfolio Positioning

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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PM Chris Davis on Investing in the Age of AI

PM Chris Davis on Investing in the Age of AI

As investors navigate one of the most consequential technological shifts in history, a practical framework for categorizing companies as " Winners", "Enablers" or "The Walking Dead"
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Investor Education
A Market Correction is an Opportunity.
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