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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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“Value Creators and Price Takers” - Investing in Healthcare Today (4:42)

“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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 A Closer Look at Healthcare and Industrials

A Closer Look at Healthcare and Industrials

Demographic tailwinds benefitting Healthcare Services, a focus on electrification and energy efficiency among Industrials
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Investor Education
A Market Correction is an Opportunity.
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