Chris Davis: The Insanity Of Market Panics

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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

Christopher Davis: The Importance of Price Discipline

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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