Davis Advisors values entire businesses (including all liabilities like debt and unfunded pensions, and unvalued assets like underpriced real estate) rather than just equity, similar to the approach a private equity firm would take, but with a different holding horizon and different exit assumptions.
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Speaker
Chris DavisEvidence Quote
“we don't think of ourselves as buying stocks right think of ourselves as buying the business and very much like a private Equity Firm well but with important differences which I'll come to but we we we value the entire business”
Created: 8/11/2026, 7:57:58 AM
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