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Performance Prospectuses and Forms
When do Today’s “Story Stocks” become Irrational Investments?
A record number of SP500 stocks are selling for 10X Sales. With that starting valuation, can they ever achieve the leap of earnings and margins required to earn a respectable long-term return?
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Where are Contrarian Investors Finding Great Businesses at Discounted Prices Today? China.
China has durable, world class, growing businesses being offered at single-digit multiples. Consider select opportunities at today’s levels, in expectation that regulatory issues will be resolved.
Watch NowRecession Potential and Impact on Portfolio Positioning
Predicting is futile. Buy businesses that have proven resilient through the inevitable storms. Investors are now being reminded of the critical importance of business durability.
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