High quality, resilient, cash-generating businesses bought at attractive prices may be the place to be if you are concerned with protecting long term purchasing power in a period of higher inflation.

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Wisdom from Buffett, Munger & Graham

Wisdom from Buffett, Munger & Graham

The profound influence these investment icons have had on our firm and philosophy.
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How Inflation Impacts Portfolio Positioning

How Inflation Impacts Portfolio Positioning

The types of companies that may continue to thrive if inflation increases.
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The Opportunity in e-Commerce, Healthcare Services & Workhorse Technology

The Opportunity in e-Commerce, Healthcare Services & Workhorse Technology

Four areas we are finding opportunities now among resilient, cash-generative companies with attractive growth profiles and surprisingly low multiples.
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Investor Education
A Market Correction is an Opportunity.
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