James Tringas, Bryant VanCronkhite, Wells Fargo Asset Management
Bryant VanCronkhite and James Tringas of Wells Fargo Asset Management describe how they take a balance-sheet-first approach to analyzing companies, the company transitions they think the market is slow to recognize, and why they see mispriced value in Yum China, Stanley Black & Decker, Euronet Worldwide, Reynolds Consumer Products and Carlisle.
Sean Stannard-Stockton, Ensemble Capital
Ensemble Capital’s Sean Stannard-Stockton, Arif Karim and Todd Wenning explain why they think the highest-quality businesses can often be mispriced, the three main investment traps they look to avoid, the macro trend even macro-agnostic investors should heed, and why they see unrecognized upside today in Home Depot, NVR, Masimo and Netflix.
Has the market gone too far in pricing in the secular decline of the company's business?
Making the case that well-hidden value inside the company is about to become more visible.
A rousing endorsement for fundamental equity investing.
Altria, Carlisle, Euronet Worldwide, Home Depot, Masimo, Netflix, NVR, Performant Financial, Reynolds Consumer Products, Stanley Black & Decker, Yum China
Other Companies in this Issue:
At Home, BJ’s Wholesale Club, Booking Holdings, Canopy Growth, Expedia, First American Financial, Illumina, Mastercard, NCR, Pershing Square Tontine, Starbucks