William Rice Jr., Anchor Capital Advisors
Anchor Capital’s Bill Rice, Georgy Grigoriyants and David Watson describe the differing ways they upgraded their portfolio as the pandemic hit, why they believe it’s important to stay open-minded about what form value may take, and why they see mispriced upside in FLIR Systems, Hudson Pacific Properties, Bluebird Bio, SS&C Technologies and Watsco.
Daniel Barker, Eric Almeraz, Apis Capital
Daniel Barker and Eric Almeraz of Apis Capital explain how they think they can gain a competitive advantage, how they source ideas in a global 15,000-stock universe, how they try to avoid the value investor's curse of selling too soon, and what they think the market is missing in Intelligent Systems, Tokai Carbon Korea, Kambi Group and Royal Mail.
Finding opportunity when company fundamentals are harder to judge ... or increasingly ignored.
When a cloudy outlook appears to become even cloudier.
Not all serial acquirers are worthy of investor skepticism.
Addtech, Bluebird Bio, BMW, Ducommun, Flir Systems, Hudson Pacific Properties, Intelligent Systems, Kambi Group, Royal Mail, Spectrum Brands, SS&C Technologies, Tokai Carbon Korea, Watsco
Other Companies in this Issue:
7C Solarparken, Broadridge Financial, Clorox, Do & Co., Encavis, Endor, First American Financial, Host Hotels & Resorts, Ollie’s Bargain Outlet, Sinbon Electronics, Solaria, West Holdings