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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Free Cash Flow Yield as a Measure of Value (2:13)

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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Why should equity investors be optimistic about the next decade?

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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Financials – Underappreciated and Undervalued

Financials – Underappreciated and Undervalued

Why are Financials attractive now? Financials are the cheapest sector in the market, yet have the strongest balance sheets in their history, growing market dominance, record net income and an improving regulatory environment.
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Investor Education
A Market Correction is an Opportunity.
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