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Shelby

Strategic Concepts & Mechanics

Strategic PatternGrowth Companies in Disguise
Decision FrameworkHistory Over Accounting as Foundation
Capital StrategyLearn-Earn-Return Lifecycle of Capital
Cornerstone MoveCompounding Requires Never Spending the Capital
Risk DoctrinePanic-Proof Through Private Valuation
Decision FrameworkCheap Stocks Deserve Their Price Until Proven Otherwise
Signature MoveShelby Jr: Small-Cap Contrarian After Bear Markets
Cornerstone MoveCrisis Creates Opportunity: Buy When Blood Runs
Signature MoveShelby Cullom Davis: Dowager's Living Room Portfolio
Cornerstone MoveOwn the Money Business, Never the Factory
Cornerstone MoveDavis Double Play: Earnings Growth Plus Multiple Expansion
Risk DoctrineEmerging Market Enthusiasm as Charitable Donation
Signature MoveDavis Sr: Margin as Focus Fuel Not Just Leverage
Signature MoveDavis Sr: Silver Bullet Competitor Question

Primary Evidence

"falling rates favored paper assets and not brick, mortar, and baubles-Shelby populated Venture with financial stocks that had underachieved in the hard-asset prosperity of the 1970s. Besides being timely, bank shares were very affordable. They were selling at 10 times earnings, and their earnings were growing at a steady 12 to 15 percent. Banks' stodgy reputation caused investors to underrate their future prospects. This was a perfect setup for the latest Davis Double Play."

Source:The Davis Dynasty

"Davis reiterated to Chris what he'd said decades earlier to Shelby and Diana: "You're getting nothing from me. That way, you won't be robbed of the pleasure of earning it yourself.""

Source:The Davis Dynasty

"This is where Shelby distinguished himself, along with another young fund manager, Peter Lynch. Both avoided the fallen Nifties because, afterbear markets, companies that fall the most are often slow to rise. They filled their portfolios with lesser names that offered better prospects. For the next nine years, small stocks continued to outperform the rest."

Source:The Davis Dynasty

Appears In Volumes