Category Archive

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