Chris Davis: Unveiling the “Cost of Foolishness”: Why Risk Culture Drives Investment Success

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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

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