Category Archive

In his recent interview with Value Investor Insight, Chris Davis discussed how he has outperformed the market by focusing on financials and avoiding common mistakes outsiders make. He emphasizes the importance of assessing a company’s “cost of foolishness” regarding risk management, as this can significantly impact their performance. Here’s an … Read More

In his latest presentation titled – The Mindset Required to Navigate Crises and Uncertainty, Chris Davis provides a great illustration of the insanity of market panics. Here’s an excerpt from the presentation: Davis: Let’s think of the really bad thing. You know, the thing your clients may be terrified of. … Read More

In his recent interview with Barron’s, Christopher Davis explained why he’s getting a value investors’ dream of investment opportunities. Here’s an excerpt from the interview: Davis: You’re absolutely right. The best is to buy a great business at a cheap price. And what’s interesting is that our portfolios currently, the … Read More

In his recent 2022 Annual Review, Clipper’s Christopher Davis discusses the importance of price discipline using a ‘Market Darlings Versus Durable Compounding Machines’ scenario. Here’s an excerpt from the review: While the above discussion of broad investment categories provides useful context, we always emphasize the old adage that investing is … Read More

In his recent Semi-Annual Review 2021, Chris Davis discussed his strategy of selecting a few businesses that combine the best characteristics of both value and growth to achieve the best results. Here’s an excerpt from the review: Our ability to take advantage of this dispersion derives from our willingness to be … Read More

Here’s a great interview with Chris Davis of Davis Advisors on the Meb Faber podcast discussing a number of topics including finding opportunities in the current environment, saying: “As Human Beings, We Don’t Welcome Fear And Panic…As Investors, We Welcome The Bargain Prices That Those Emotions [Tend To] Produce”. During … Read More