Compounding Interest

04/30/2015

Davis Advisors’ Chris Davis and Danton Goei describe what they believe sets true “compounding machines” apart from pretenders, their hoped-for value-add in assessing management, the soul searching they’ve done after a relative-performance swoon, and why they see mispriced value in Lafarge, Wells Fargo, Encana, Ultra Petroleum and Express Scripts.


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