Beyond the Noise: A YPO Strategic Dialogue with Chris Davis
1h 2m
Great investors are not defined by their forecasts—but by their ability to stay patient, rational, and let compounding work across decades.
Chris Davis, Chairman of Davis Advisors, represents three generations of investors dedicated to that discipline. Today he oversees more than $20 billion and continues a tradition rooted in stewardship, clarity, and the enduring power of long-term compounding. Shaped by market cycles and lessons drawn from the public teachings of Warren Buffett and Charlie Munger, Chris offers a rare perspective on how enduring principles—not predictions—create wealth that survives volatility and disruption. In addition to his role as an investor, Chris will also share his learnings and perspective from his service on the board of Directors of three iconic American companies: The Washington Post, The Coca-Cola Company and Berkshire Hathaway.
This session is not a market outlook. It is a dialogue on how discipline, patience, and compounding transform time into the ultimate ally for investors and family enterprises alike.
What You’ll Learn
1. The Compounding Advantage
Why the most powerful force in investing is not a trade, but the discipline to let value accumulate over years and decades.
2. The Behavioral Edge
Why most investors underperform their own funds—and how to avoid the “behavior penalty” by staying rational when others are not.
3. Lessons from the Greats
Principles distilled from Buffett and Munger’s public wisdom and Chris’s own decades of practice: patience, clarity, and rational capital allocation.
4. Enduring Value in a Disrupted World
How a value framework withstands shifts in rates, technology, and geopolitics—while keeping compounding intact.
5. Multi-Generational Stewardship
How three generations of the Davis family have built and preserved wealth by never interrupting the compounding process.
Format
A 60-minute interactive dialogue featuring Chris’s reflections, followed by member Q&A. The focus will be on enduring principles—especially the compounding mindset that transforms volatility into opportunity and time into an ally.
Member Value
Learn how great investors protect and maximize the power of compounding
Gain practical tools to strengthen your own investing temperament
Apply time-tested value principles to modern disruption
Explore governance and stewardship lessons for building wealth across generations
This YPO session is for investors who know that genuine alpha is not found in chasing markets, but in the discipline and patience to let compounding create enduring value.