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February 28, 2018

Featured Investors: Sam Shapiro, Michael McCarthy, Louis Shapiro, Harry Shapiro, Shapiro Capital; Jake Rosser, Coho Capital Management; Jon Gattman, Cloverdale Capital; Kyle Mowery, GrizzlyRock Capital; Bill Nygren, Oakmark Funds

Featured Investments: AIG, Axalta Coating Systems, Caesars Entertainment, Darling Ingredients, Despegar.com, FireEye, Invacare, Lions Gate Entertainment, Yum China
INVESTOR INSIGHT
Shapiro Capital
Contrarian value experts describe their "Willie Sutton" take on new ideas, a favored source of research insight, Plan B if a stock isnít working, and why they see upside in Axalta, FireEye, Lions Gate and Caesars.
INVESTOR INSIGHT
Jake Rosser
Rising star explains his strategy pivot, the common trait he sees in Facebook and Mexican foodmarts, which market darling he just sold, and why he sees value in Yum China, AIG, Brookfield and Despegar.
UNCOVERING RISK
Why Invacare's turnaround story could end up having a less-than-happy ending for shareholders.
EDITOR'S LETTER
A legendary investor puts the active versus passive debate in thoughtful historical context.
UNCOVERING VALUE
Obscure and unglamorous businesses like Darling Ingredients can excite investors. Should that be the case here?
OTHER COMPANIES IN THIS ISSUE
Acushnet, Alphabet, Amazon, Brookfield Asset Management, Cellnex, Dun & Bradstreet, Facebook, Fomento Economico Mexicano, Knowles, PerkinElmer, S&P Global, TripAdvisor, Urban Outfitters, Valvoline, Zooplus
Issue Archive
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February 28, 2017
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