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Mastering the Mental Game of Investing
Mastering the Mental Game of Investing

Mastering the Mental Game of Investing

A video series to help you develop the mindset of a successful investor.

Watch the Series

50 Videos

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How Davis NY Venture is Benefiting in this Transitioning Market

The end of the easy-money era, why fundamentals matter again and drivers of recent performance

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The Return to Rationality

The bursting of the easy money bubble marks a huge transition for the markets

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Investor Implications of Rising Rates

How the end of the free money era is ending the distortions of the past decade and returning rationality to the markets

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The Easy Money Era – Who Was Helped

The long period of low interest rate fueled a bubble, creating widespread market distortions and irrational valuations

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Companies Who Rode the Easy Money Bubble

Examples of how the low interest bubble era fueled speculation and irrational valuations

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The Easy Money Era – Who Was Hurt

The long period of low interest rates punished companies who were succeeding by traditional measures

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Davis NY Venture Fund – Well-positioned for the Coming Decade

Our top 15 companies grew earnings at an attractive rate while their multiples compressed – a compelling combination as the distortions of the easy money era fade

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The Bursting of the Speculative Bubble

The speed of the current rate-hiking process and how it’s impacting companies who benefitted in the easy money era

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What to Own and Avoid in Today’s Market

In our view, what types of companies should be avoided, and which stand to benefit from the end of the easy money era

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Investment Themes We’re Focusing on Today

Tech, Semis, Financials and other themes we expect to drive returns

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The Opportunity in Semi-Conductors

The huge, long-term tailwinds driving Semiconductor growth

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Navigating Headwinds with Active Management

The ever-expanding margins and valuations of the past decade are unlikely to be sustained

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Evolution of the Economy is Creating Unique Opportunities

Electrification is driving copper demand, and the “decarbonizing” of energy is driving biofuels

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Finding Value Stocks in a Market Dominated by the Magnificent Seven

Investors have rushed to a narrow universe of companies, driving valuations higher and placing the stocks in danger if growth disappoints

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Separating Risk from Opportunity in China

Reduce potential risk by aligning with founder-led companies that have strong fundamentals and benefit from a growing middle class

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Investing in World-Class International Banks

European banks often have different industry dynamics than U.S. competitors, are often the market leaders of financially-responsible countries, have high dividend yields and attractive multiples

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The Case for Investing in Strong International Companies Today

After an extended period of underperformance vs the U.S., a case can be made for a turn in this cycle. Today’s 30% discount to domestic markets may offer a compelling starting point

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Our PM on the Davis Global and International Funds

Portfolios built on fundamental bottom-up research. Our companies have grown faster yet trade at significant discounts to their respective index

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Why We Believe Select Banks are Undervalued Today

Why we believe select banks are attractive, given their durability, long-term growth, competitive advantages, growing market share and attractive valuations.

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How Investors Should Prepare for the End of the “Easy Money” Era

As rates normalize, certain business models are going to be severely challenged. What kind of companies do you want to own?

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Volatility is the Price of Admission for Long-Term Returns

To benefit from the wealth-building potential of equities, investors need to understand that pullbacks and drama will be an inevitable part of the journey.

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Market Distortions Caused by Historically Low Rates

We believe that select Banks may be among the best opportunities in the market today, as investors significantly overestimate the risks and underestimate the upside potential of these durable businesses

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The Mindset Required to Navigate Crises and Uncertainty

The danger of following the “experts” who try to predict the markets. Wealth compounds by remaining steadfast through inevitable adversity, not by trading in-and-out based on what is inherently unpredictable.

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Equities Role During Periods of Inflation

How inflation quietly eats away at the purchasing power of consumers and how Equities – while volatile in the short term – can help investors build long-term wealth faster than inflation can degrade it

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Davis NY Venture Fund – A Portfolio in the Sweet Spot for the Coming Decade

A portfolio of resilient, growing, cash-generating businesses – undervalued over a decade when low-interest rates deemed those attributes unnecessary

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“Fragile Value” & “Speculative Growth” Areas to Avoid

Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways

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Davis Portfolios Providing an Attractive Entry Point for Investors

Davis portfolios with companies that have had greater earnings growth than the index, yet are priced at nearly half the index multiple

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The Opportunity in e-Commerce, Healthcare Services & Workhorse Technology

Four areas we are finding opportunities now among resilient, cash-generative companies with attractive growth profiles and surprisingly low multiples

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Recession Potential and Impact on Portfolio Positioning

Predicting is futile. Buy businesses that have proven resilient through the inevitable storms. Investors are now being reminded of the critical importance of business durability.

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Where Should Investors Hide in Today’s Market

High quality, resilient, cash-generating businesses bought at attractive prices may be the place to be if you are concerned with protecting long term purchasing power in a period of higher inflation

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The Incredible Value Advisors Can Add During Volatile Markets

How the guidance of a financial advisor can help investors successfully build wealth as they navigate inevitable market volatility.

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Why Successful Investors Keep Emotions in Check

How emotion can impact the ability of investors to successfully compound wealth and the importance of partnering with a financial advisor.

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Why Investors Should Disregard Short-Term Forecasts

Market forecasters have a terrible record of predicting the future. Investors influenced by them may be sabotaging their returns.

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Recognize that Market Declines are Inevitable

10% market corrections happen once a year on average. Don’t allow these inevitable pullbacks to sway you from your investment plan.

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Correlation Does Not Equal Causation

The danger of investment products built on back testing. Markets continuously evolve and factors that seemed to have worked in the past may not work going forward.

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You Always Sound Smarter when You’re Bearish

The vast majority of factors across society and around the world have improved massively for decades. Betting against long term progress is a loser’s game.

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Volatility – Emotion = Opportunity

How an unemotional investment approach can allow investors to see opportunity more clearly.

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How Inflation Impacts Portfolio Positioning

The types of companies that may continue to thrive if inflation increases.

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Navigating Today's Uncertain Market:
Opportunities, Risks & Keeping Emotions in Check

Chris Davis on the all-important investing question, “When I look back two years from now, what will I be wishing I had done today?”

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Tuning out the Tweets

The most important lessons on successfully compounding wealth from our 50 years in the equity markets

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The Importance of Healthy Investor Behavior

Chris Davis on common pitfalls that often sabotage an investor’s return and how advisors can help.

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Davis Advisors: Proven Active Management

Chris Davis on his firm’s time-tested, benchmark-agnostic investment approach, and two fundamental questions that lie at the heart of their research process.

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The $1000 Hot Dog

Chris Davis tells Barron’s about the powerful lesson his grandfather taught him about thrift, financial independence and the miracle of compounding.

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Experience, skin-in-the-game and low fees

Three important attributes of successful fund managers

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$2 Billion Invested Alongside Shareholders

Our exceptional co-investment ensures that we focus on generating attractive returns, managing risk and minimizing expenses.

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Charlie Munger & the Fishing Lure

Chris Davis shares Berkshire Hathaway investing legend Charlie Munger's humorous wisdom on the futility of forecasts and predictions.

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Where is the Market Headed from Here?

No one can consistently predict the markets over the short term, yet there are ways to invest with confidence to reach your long-term goals.

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Wisdom from Buffett, Munger & Graham

The profound influence these investment icons have had on our firm and philosophy.

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Investment Lessons from My Grandfather & Father

“You make most of your money in a bear market, you just don't realize it at the time”, and other key insights.

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The “Mistake Wall”

How the mistakes hung on the wall of our research department help us to improve investment returns.