Tucker Golden, Solas Capital
Solas Capital's Tucker Golden describes how non-economic buyers and sellers can create investment opportunity, what aspect of his investment process makes it more fulfilling, how he looks for short ideas over lunch, how his views on sale timing have evolved, and why he believes Natural Resource Partners, NFI Group and McCormick are mispriced.
Mitch Rubin, RiverPark Funds
RiverPark Capital's Mitch Rubin explains why he considers today's market environment particularly conducive to a long/short approach, what prominent short themes he's pursuing, what he learned from starting an Internet mutual fund three days before the Internet bubble burst, and why he sees mispriced value in Blackstone, Equinix and Iron Mountain.
Connor Browne, Thornburg Investment
Connor Browne and Bimal Shah of Thornburg Investment Management describe how and why they strive for balance on the long and short sides of their portfolio, how the perceived "threat of Amazon" can provide fertile ground for ideas, why they're bullish on US Foods, and why they see challenges ahead for Plantronics and Computer Programs & Systems.
The nuts-and-bolts investment case for a quintessentially nuts-and-bolts type of company.
Another lesson for investors from a faded blue-chip stock.
Blackstone, Computer Programs & Systems, Equinix, Iron Mountain, McCormick & Co., Natural Resource Partners, NFI Group, Plantronics, US Foods, Worthington Industries
Other Companies in this Issue:
AdvanSix, Amerco, BJ's Restaurants, Bluelinx, Eastman Kodak, Exact Sciences, General Mills, Gilead Sciences, H&R Block, Illumina, Interpublic Group, Intuitive Surgical, J.M. Smucker, Kellogg, Kimberly-Clark, Las Vegas Sands, New York & Co., Procter & Gamble, Public Storage, Publicis, Quantum, Sonic, SWK Holdings, United Parcel Service, ViaSat, WPP