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Chris Davis - A Multifaceted Perspective on Financial Services

Value Investing with Legends

CHAPTER

The Financial Crisis and the Covet Crisis

The financial crisis and covet are the three big crises we've lived through ofer the last 20 years. You have to structure aletby your analysis to say, well, who stands to win? Who stands to lose? Because they're going to be bhibl changes associated with this crisis. There gong to be perhaps regatery changes. Have you got s en side the firm ascess what this crisis means in terms of behaval changes by par of consumers, by firms, perhaps reglatory changes? And how do your position, then, your process of learning about what the crisis means for the type of names you look at?

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