Chris Davis and Bill Miller reflect on 40 years of friendship and how temperament has impacted their respective investment styles
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Investing through Volatility
PM Chris Davis on developing a mindset that allows you to tune out the daily drama and successfully build wealth.
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“Value Creators and Price Takers” - Investing in Healthcare Today (4:42)
Why we don't bet on blockbuster drug approvals - focusing instead on durable companies that are helping to manage costs across the healthcare system
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Finding Value Stocks in a Market Dominated by the Magnificent Seven
Investors have rushed to a narrow universe of companies, driving valuations higher and placing the stocks in danger if growth disappoints
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