Chris Davis and Bill Miller reflect on 40 years of friendship and how temperament has impacted their respective investment styles
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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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The Invaluable Role of the Advisor (1:55)
How an advisor can help guide clients’ perspective in good markets and bad, fostering the successful compounding of wealth
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Uncovering Opportunities in the Tech Sector (3:35)
How we navigate the Technology sector, identifying companies with durable, growing earnings and avoiding the lofty valuations of "story stocks"
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