Archive Search

Search all previous Issues and Bonus Content:

Search By Keyword:

Browse Issues by Year:
August 31, 2022 BUY ISSUE

Featured Investors: David Nierenberg, Nierenberg Investment Management; Will Brennan, Long Path Partners; Will Thomson, Chip Russell, Massif Capital; Himayani Puri, First Manhattan Co.

Featured Investments: Alkami Technology, Altus, Enento, Equinox Gold, Fluor, KKR, Mr. Cooper, Polaris Renewable Energy, Potbelly, Siemens Energy

July 31, 2022 BUY ISSUE

Featured Investors: Harry Hartford, Causeway Capital; Scott Barbee, Aegis Financial; Derek Pilecki, Gator Capital Management; Daniel Malan, Perspective Investment Management; Eric Cinnamond, Jayme Wiggins, Palm Valley Capital

Featured Investments: Algoma Steel, Amerigo Resources, Berry Global, Bridgewater Bancshares, Genworth Financial, Hallador Energy, Interfor, MEG Energy, Prudential PLC, Rolls-Royce, UniCredit

June 30, 2022 BUY ISSUE

Featured Investors: Stephen Goddard, Samuel Hutchings, The London Company; Peter Keefe, Avenir Corp.; Alexander Roepers, Atlantic Investment Management; Bryant VanCronkhite, Allspring Global Investments; Ben Inker, GMO

Featured Investments: Air Products & Chemicals,, DigitalBridge, Fidelity National Information, Lockheed Martin, Microsoft, Nintendo, Starbucks, WestRock, Yum China

May 31, 2022 BUY ISSUE

Featured Investors: John Linehan, Ryan Hedrick, Vincent DeAugustino, Gabriel Solomon,T. Rowe Price; Ryan Batchelor, Clifford Capital Partners; Vinson Walden, City Different Investments; David Powers, Wasatch Global Investors

Featured Investments: American Express, Big Lots, Fiserv, Golar LNG, KLA Corp., NCR Corp., PG&E Corp., Pitney Bowes, Suncor, Wells Fargo, Westamerica Bancorp

April 30, 2022 BUY ISSUE

Featured Investors: Brett Moshal, Alex Bowles, Orbis Investments; James Davolos, Horizon Kinetics; Charles Lemonides, ValueWorks; John Ewart, Camellia Huang, Aubrey Capital Management; Andrew Baumbusch, Joseph Chin, Cambiar Investors

Featured Investments: Air Lease, Archer Daniels Midland, Bed Bath & Beyond, Beyond Meat, Brookfield Asset Management, Daiwa House Industry, East Money, Inpex, Japan Petroleum Exploration, Mesabi Trust, PrairieSky, Yamato Kogyo

March 31, 2022 BUY ISSUE

Featured Investors: Ricky Sandler, Eminence Capital; Bob Wyckoff, Tweedy, Browne Co.; Sean Stannard-Stockton, Ensemble Capital; Rom Wilson, ACM Capital

Featured Investments: Aéroports de Paris, Cresco Labs, Exact Sciences, FMC, Green Thumb, Haitian, Industrias Bachoco, Netflix, New Relic, Rubis, TerrAscend, Verano, Zillow

February 28, 2022 BUY ISSUE

Featured Investors: Simon Denison-Smith, Jonathan Mills, Metropolis Capital; Robert Robotti, Robotti & Co.; Jenny Van Leeuwen Harrington, Gilman Hill Asset Management; Brad Lundy, Butler Hall Capital

Featured Investments: Andritz, F45 Training, Gruma, Hargreaves Lansdown, Interfor, Lumen Technologies, Progressive, Subsea 7, West Fraser Timber, Westlake Chemical

January 31, 2022 BUY ISSUE

Featured Investors: Matthew Drapkin, Northern Right Capital; Mark Millsap, Foundation Resource Management; Mitchell Scott, Choice Equities Capital Management; Russell Napier, Orlock Advisors; Guy Baron, Springview Capital Management

Featured Investments: Apollo Global Management, Boyd Gaming, Driven Brands, Farmer Brothers, Glatfelter, GrafTech, Gypsum Management & Supply, IAC/InterActiveCorp, Identiv, Intel, W.R. Berkley