Issue Archive

		July 31, 2019
		Featured Investors: Benjamin Nahum, Neuberger Berman; Laura Geritz, Rondure Global Advisors; Mark Pearson, Arcus Investment; Nitin Sacheti, Papyrus Capital; Ragen Stienke, Ballast Asset Management Featured Investments: ABC-Mart, Ahresty, Credit Saison, Designer Brands, FireEye, Nuance Communications, Oil States International, Philippine Seven, Puma, Radico Khaitan, SolarEdge, Verint Systems

		June 26, 2019
		Featured Investors: Graeme Forster, Orbis Investments; Pieter Taselaar, Thijs Hovers, Lucerne Capital Management; Mark Curnin, White River Capital; Adam Wyden, ADW Capital Partners Featured Investments: Autohome, Bawag, BMW, Epiroc, Golar LNG, Honda Motor, Infrastrutture Wireless Italiane, Par Technology, Signature Bank, TKH Group

		May 31, 2019
		Featured Investors: Brad Radin, Radin Capital Partners; Chris Welch, Diamond Hill Capital Management; Adam Parker, Center Lake Capital; Tucker Golden, Solas Capital; Ryan Dobratz, Jason Wolf, Third Avenue Management Featured Investments: Alteryx, BorgWarner, Five Point Holdings, Krones, McDonald’s, MongoDB, Ontex Group, Pluralsight, Post Holdings, Red Rock Resorts, Stella International, Sterling Bancorp

		April 30, 2019
		Featured Investors: George Davis, Scott McBride, Hotchkis & Wiley; Nick Tompras, Tim Piechowski, Willem Schilpzand, Alpine Capital Research; David Marcus, Evermore Global Advisors; Ronald Chan, Chartwell Capital Featured Investments: Citigroup, Discovery, Fairfax Financial, General Electric, General Motors, Modern Times Group, National Oilwell Varco, Nordic Entertainment Group, Sparx Group, Vodafone, Wells Fargo

		March 31, 2019
		Featured Investors: Matthew McLennan, Kimball Brooker, First Eagle Investment Management; Chris Niemczewski, Marshfield Associates ; Charles Lemonides, ValueWorks LLC; Shawn Kravetz, Esplanade Capital Featured Investments: Arch Capital, Cummins, Fanuc, Jardine Matheson, Moody's, Orkla, Reed's, Schlumberger, Strategic Education, United Natural Foods, Weyerhaeuser., WisdomTree Investments

		February 28, 2019
		Featured Investors: Nigel Waller, Andrew Goodwin, Oldfield Partners; Thyra Zerhusen, Fairpointe Capital; Mitchell Scott, Choice Equities Capital Management Featured Investments: Axon Enterprise, BT Group, Copa Holdings, Kansai Electric Power, Meredith, Mitsubishi UFJ, Molson Coors, Siemens, U.S. Xpress, Wabtec

		January 31, 2019
		Featured Investors: Alexander Roepers, Atlantic Investment Management; Morris Mark, Mark Asset Management ; Clifford Sosin, CAS Investment Partners ; Brad Evans, Heartland Advisors Featured Investments: Amazon, Atos, Avnet, Bank of America, Carvana, Dell Technologies, Facebook, G4S, Harsco, Oshkosh