Pretty good and simple document on Research Methodology used by Davis Funds. 👏
✔️Characteristics of great businesses
✔️Evaluating Management
✔️Ideal way of valuing Businesses (Owner's Earnings) ✔️Selling discipline
cc: @Gautam__Baid @dmuthuk
davisetfs.com/documents/ETFR…
✔️Characteristics of great businesses
✔️Evaluating Management
✔️Ideal way of valuing Businesses (Owner's Earnings) ✔️Selling discipline
cc: @Gautam__Baid @dmuthuk
davisetfs.com/documents/ETFR…
Good Flowchart.
Bottom-up analysis of Companies, while being aware of Top-down (Trends/Views) is extremely important these days.
davisetfs.com/about/investme…
Bottom-up analysis of Companies, while being aware of Top-down (Trends/Views) is extremely important these days.
davisetfs.com/about/investme…
Methodology. Many similarities with the frameworks of Buffett, Chuck Akre, Terry Smith etc..
Excellent points addressed in these slides (from the pdf).
On analyzing Management and reasons for using Owner's Earnings
Owner's Earnings topic (continued) and Selling Discipline.
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