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June 30, 2011 |
Featured Investors: Thomas Gayner, Markel Corp.; Craig Albert, Brian Feltsin, Sheffield Asset Management; Evan Claar, CBI Capital; Adam Weiss, Scout Capital
Featured Investments: Berkshire Hathaway, C&C Group, Carter’s, Greencore, Intel, Nestle, Ocean Rig, Prysmian, Wal-Mart |
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| INVESTOR INSIGHT |
| Thomas Gayner |
| Venerable value hunter describes how he tunes out noise, why his models are so basic, his "silver-medal" approach to macro risks, and why he believes Wal-Mart, Berkshire Hathaway, Nestle and Intel are mispriced. |
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| INVESTOR INSIGHT |
| Sheffield Asset Management |
| Rising stars explain their one evergreen idea source, why they're so active in Europe, why they find cotton of interest, and what they think the market is missing in Carter’s, Prysmian, Greencore and C&C Group. |
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| UNCOVERING VALUE |
| The case for a little-known player (for now) in a vibrant sector of the global energy market. |
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| OF SOUND MIND |
| Help in fending off challenges to one of the core competencies of successful value investors. |
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| EDITORS' LETTER |
| Why Scout Capital sold two core – and still highly regarded – positions in this year's first quarter. |
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| OTHER COMPANIES IN THIS ISSUE |
| Britvic, Brookfield Asset Management, CarMax, Coca-Cola Enterprises, Disney, DryShips, Home Depot, Microsoft, Sanderson Farms, UPS, Verisk Analytics |
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