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Performance Prospectuses and Forms
Review of 2021: Results, Contributors, Detractors
Contributors (JPM, AXP, WFC, AMAT, GOOG), Detractors (EDU, AMZN, INTC); why we believe our businesses are outperforming their stock prices – driving our confidence about the future
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In An Era of Expensive “Growth”, Uncovering Earnings at a Discount

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