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.

More Videos

PM Chris Davis with David Rubenstein of Carlyle Group

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.
Watch Now
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
Watch Now
AI: Separating Hype from Opportunity (4:17)

AI: Separating Hype from Opportunity (4:17)

Why the leaders of any tech revolution do not always end up the winners – No one can dictate outcomes and adaptability will be key
Watch Now
Investor Education
A Market Correction is an Opportunity.
Read More