Third generation great investor, Chris Davis, shares the investment lessons passed on from his grandfather and father at The Davis Funds including the key concepts of owning businesses not stocks and focusing on long-term value not short-term expansion.
Chris Davis video and much more below
Is It A Good Time to Be a Stock Picker? Interview With Worm Capital
ValueWalk's Raul Panganiban interviews Eric Markowitz, Director of Research, and Dan Crowley, Director of Portfolio Management, at Worm Capital. In today’s episode they discuss their approach at Worm Capital and where they find opportunities. Q4 2020 hedge fund letters, conferences and more Interview with Worm Capital's Eric Markowitz and Dan Crowley
Bank of New York Mellon Corp (BK)
INVEST SYSTEMATICALLY (Investing Principles)
- Already do it automatically in 401k plans
- Avoids market timing and emotional investing
- Invest equal amounts of money at regular intervals
- Buy more shares in down market and fewer shares in up markets
CHRIS DAVIS: OPTIMISTIC INVESTOR Just when all of us think the world is in constant turmoil and getting worse every day, an optimist appears. Great Investor and avid reader, Chris Davis reminds us that unpredictable “black swan” events can be positive as well and he cites a favorite book to prove it.