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Mastering the Mental Game of Investing
A video series to help you develop the mindset of a successful investor.
Watch the Series27 Videos
How Clipper Fund is Benefiting in this Transitioning Market
The end of the easy-money era, why fundamentals matter again and drivers of recent performance
The Return to Rationality
The bursting of the easy money bubble marks a huge transition for the markets
Investor Implications of Rising Rates
How the end of the free money era is ending the distortions of the past decade and returning rationality to the markets
The Easy Money Era – Who Was Helped
The long period of low interest rate fueled a bubble, creating widespread market distortions and irrational valuations
Companies Who Rode the Easy Money Bubble
Examples of how the low interest bubble era fueled speculation and irrational valuations
The Easy Money Era – Who Was Hurt
The long period of low interest rates punished companies who were succeeding by traditional measures
The Bursting of the Speculative Bubble
The speed of the current rate-hiking process and how it’s impacting companies who benefitted in the easy money era
What to Own and Avoid in Today’s Market
In our view, what types of companies should be avoided, and which stand to benefit from the end of the easy money era
Investment Themes We’re Focusing on Today
Tech, Semis, Financials and other themes we expect to drive returns
Navigating Headwinds with Active Management
The ever-expanding margins and valuations of the past decade are unlikely to be sustained
Evolution of the Economy is Creating Unique Opportunities
Electrification is driving copper demand, and the “decarbonizing” of energy is driving biofuels
Finding Value Stocks in a Market Dominated by the Magnificent Seven
Investors have rushed to a narrow universe of companies, driving valuations higher and placing the stocks in danger if growth disappoints
Why We Believe Select Banks are Undervalued Today
Why we believe select banks are attractive, given their durability, long-term growth, competitive advantages, growing market share and attractive valuations.
How Investors Should Prepare for the End of the “Easy Money” Era
As rates normalize, certain business models are going to be severely challenged. What kind of companies do you want to own?
Volatility is the Price of Admission for Long-Term Returns
To benefit from the wealth-building potential of equities, investors need to understand that pullbacks and drama will be an inevitable part of the journey.
Equities Role During Periods of Inflation
How inflation quietly eats away at the purchasing power of consumers and how Equities – while volatile in the short term – can help investors build long-term wealth faster than inflation can degrade it
“Fragile Value” & “Speculative Growth” Areas to Avoid
Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways
Recession 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.
The Incredible Value Advisors Can Add During Volatile Markets
How the guidance of a financial advisor can help investors successfully build wealth as they navigate inevitable market volatility.
Why Successful Investors Keep Emotions in Check
How emotion can impact the ability of investors to successfully compound wealth and the importance of partnering with a financial advisor.
Why Investors Should Disregard Short-Term Forecasts
Market forecasters have a terrible record of predicting the future. Investors influenced by them may be sabotaging their returns.
Recognize that Market Declines are Inevitable
10% market corrections happen once a year on average. Don’t allow these inevitable pullbacks to sway you from your investment plan.
Correlation Does Not Equal Causation
The danger of investment products built on back testing. Markets continuously evolve and factors that seemed to have worked in the past may not work going forward.
You Always Sound Smarter when You’re Bearish
The vast majority of factors across society and around the world have improved massively for decades. Betting against long term progress is a loser’s game.
How Inflation Impacts Portfolio Positioning
The types of companies that may continue to thrive if inflation increases.
Tuning out the Tweets
The most important lessons on successfully compounding wealth from our 50 years in the equity markets