
Mastering the Mental
Game of Investing
A video series to help you develop the mindset of a successful investor.
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The bursting of the easy money bubble marks a huge transition for the markets
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How the end of the free money era is ending the distortions of the past decade and returning rationality to the markets
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The long period of low interest rate fueled a bubble, creating widespread market distortions and irrational valuations
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Examples of how the low interest bubble era fueled speculation and irrational valuations
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The long period of low interest rates punished companies who were succeeding by traditional measures
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The speed of the current rate-hiking process and how it’s impacting companies who benefitted in the easy money era
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What types of companies should be avoided, and which stand to benefit from the end of the easy money era
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Tech, Semis, Financials and other themes we expect to drive returns
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The huge, long-term tailwinds driving Semiconductor growth
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The ever-expanding margins and valuations of the past decade are unlikely to be sustained
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Electrification is driving copper demand, and the “decarbonizing” of energy is driving biofuels
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Investors have rushed to a narrow universe of companies, driving valuations higher and placing the stocks in danger if growth disappoints
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Why we believe select banks are attractive, given their durability, long-term growth, competitive advantages, growing market share and attractive valuations.
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As rates normalize, certain business models are going to be severely challenged. What kind of companies do you want to own?
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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.
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The danger of following the “experts” who try to predict the markets. Wealth compounds by remaining steadfast through inevitable adversity, not by trading in-and-out based on what is inherently unpredictable.
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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
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Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways
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Four areas we are finding opportunities now among resilient, cash-generative companies with attractive growth profiles and surprisingly low multiples
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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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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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Our banks have their strongest balance sheets ever, and may benefit from the earnings boost provided by higher interest rates. We anticipate growing multiples as this resilience and earnings power are recognized.
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How the guidance of a financial advisor can help investors successfully build wealth as they navigate inevitable market volatility.
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Many countries have managed their economies and stimulus programs more conservatively than the U.S., and may have less inflation risk.
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Equities remain the preferable asset class – Particularly companies with the pricing power to pass along higher costs (select Tech and Industrials) or who benefit outright from rising rates (Financials)
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Why we may be in the early innings of a “rotation” toward lower-valuation, less-favored areas of the market
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Is the current environment unprecedented? Combating the uncertainty felt by every investor when confronted with inevitable crises
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Ways the Ukraine conflict has accelerated existing trends in inflation, the unwinding of globalization and “just-in-time” supply chains
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Ukraine conflict impacts to economies, trade, equity and commodity markets, and central bank policy around the globe
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While a small economy, Russia is outsized in specific sectors (energy, agriculture, industrial metals) and likely to impact supply/demand dynamics
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Financials are again proving their resilience. We believe rising rates may boost earnings, offering significant opportunity from today’s low valuations
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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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Investment rationale for Intel, and the new position Teck Resources – A copper producer benefitting from new economy reliance on that metal (buildings, electric vehicles) at a time of low industry investment
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Why we took profits on some strong-performing tech names based on relative opportunity and regulatory concerns
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Areas we’re finding undervalued “Growth” companies and “Value” companies with durable, underappreciated earnings growth.
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Financials’ earnings power and balance sheets are vastly stronger than their current multiples indicate. This may set the stage for a decade-long revaluation.
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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.
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Why growing, durable businesses with pricing power, bought at reasonable prices are an attractive choice in a world of rising inflation
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How emotion can impact the ability of investors to successfully compound wealth and the importance of partnering with a financial advisor.
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Market forecasters have a terrible record of predicting the future. Investors influenced by them may be sabotaging their returns.
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10% market corrections happen once a year on average. Don’t allow these inevitable pullbacks to sway you from your investment plan.
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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.
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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.
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The types of companies that may continue to thrive if inflation increases.
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How a decade of underperformance of value vs growth and international vs domestic can create investment opportunity.
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How Financials proved their resiliency and may benefit from a decade of upward revaluation
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The distortions and anomalies of the current market environment – extraordinarily narrow leadership, massive performance disparities between growth and value – and the risks and opportunities being created
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How the growth of the Chinese economy, its middle class and consumer culture are creating significant opportunities and driving the success of our investments in select Chinese businesses
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Despite COVID, enormous opportunities can be found in the US among both digital leaders and undervalued companies, European multinationals and consumer businesses across Asia. Rigorous research and selectivity are critical.
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Investor attention is dominated by companies optimized for the moment, with high short term growth, momentum - and often big operating losses. At the same time, many truly great companies are being offered at prices not seen in years.
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Financials are the cheapest sector in the market – despite the strongest balance sheets in their history and their capture of a growing share of the market’s total earnings over the decade
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Given short term uncertainties for both economies and companies, our focus is on durability, balance sheet strength and competitive advantages– factors that provide long term confidence in our companies over multiple scenarios.
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Davis Advisors is an independent, employee-owned investment firm that specializes in managing equity portfolios. Our process has been honed over 50 years and three generations of investment success. See the video for more.
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Chris Davis on why investor mindset is so important in environments like today’s, why volatility can be an investor’s friend, and emerging opportunities for the disciplined investor.
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Chris Davis on the market reaction to COVID-19; how we are identifying those strong, durable franchises that have been mistakenly marked down based on short-term market concerns
Listen NowOpportunities, Risks & Keeping Emotions in Check

Chris Davis on the all-important investing question, “When I look back two years from now, what will I be wishing I had done today?”
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The mindset that fosters investing success through difficult markets; emerging opportunities for long-term wealth building
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The most important lessons on successfully compounding wealth from our 50 years in the equity markets
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