approachbillboyarbrennanbriancablecapitalcashchipcompaniesdavedaviddiscussdiscussesdivesdrexaminesfindinggarygrowthgurufocusimportanceinsightsinvestinginvestmentinvestmentsinvestorsjamesjonathankeeplivelongmanagersmarketmarketsmishurisopportunitiesopportunitypatrickpickingportfoliopowerreweyrobertrussosathersmartsmeadstocktalkstermtomvaluationvalueyacktman