The Wall Street Transcript: Looking for Strong Businesses That Are Utilizing Platforms and Data Analytics

"We think there are too many people that have been speculating and who really don't thoroughly understand what they own. There is a tremendous opportunity for the educated, rational investor buying stakes in individual businesses. Historically, the trend in passive capital allocation has been most popular in market peaks, like in 1999."

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The Wall Street Transcript: Protecting in Down Markets Through Compounding