Markets overreact in the face of uncertainty. Our economy, businesses and markets are dynamic and will adapt – a huge strength
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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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Amazon, GE and What to Look for in a Business (3:53)
How a company management can create or destroy business value over time
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What Gets You Excited About the Next Decade? (2:49)
Beyond the growth expected via breakthrough technologies, the low prices produced by uncertainty should excite every rational investor
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