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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 insight that this obscure statistic can reveal about the valuation of a business
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Rigorous Research & Selectivity are Critical in Today’s Market (2:14)
Why we’re focused intently on identifying resilient companies with above average growth prospects - and not overpaying
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