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September 29, 2017 |
Featured Investors: Jeffrey Kolitch, Baron Funds; Clifford Sosin, CAS Investment Partners; Pavel Begun, Cory Bailey, 3G Capital Management; Curtis Jensen, Robotti & Company Advisors
Featured Investments: Ashtead Group, Credit Acceptance, Fogo de Chao, Halkbank, InterXion, Liberty Ventures, Mohawk Industries, Silvano Fashion, Tatneft, Vulcan Materials |
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| INVESTOR INSIGHT |
| Jeffrey Kolitch |
| Real estate expert describes his “all-inclusive” strategy, why he thinks real estate cycles have further to run, why he’s looking more overseas, and why he's high on Mohawk Industries, Vulcan Materials and InterXion. |
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| INVESTOR INSIGHT |
| Clifford Sosin |
| Rising star explains how he handicaps very-long-term success, the added precaution he's taking to respond to trouble, and why he sees upside in Ashtead Group, Credit Acceptance and Fogo de Chao. |
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| INVESTOR INSIGHT |
| Pavel Begun |
| Intrepid value hunter describes why he doesn't equate "difficult" with "risky" in non-Western markets, why he owns fewer than 10 stocks, and why he sees mispriced value in Halkbank, Silvano Fashion and Tatneft. |
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| UNCOVERING VALUE |
| Buying cable giant Charter Communications at a bargain price through the back door. |
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| OTHER COMPANIES IN THIS ISSUE |
| Banrisul, CBRE, Cellnext, Charter Communications, Cimpress, Herbalife, Home Depot, MGM Resorts, NEXTDC, Red Rock Resorts, Sherwin-Williams, Simon Property, Vornado Realty, World Acceptance |
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| OF SOUND MIND |
| Inaction may feel old-fashioned and slothful, but for investors it can often be exactly the right call. |
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