A Leg Up

11/30/2014

Diamond Hill’s Chuck Bath, Austin Hawley, Bhavik Kothari and Brad Stauffer explain why they pay so much attention to industry structures, how they combat analytical laziness, which long-favored sector they’re moving away from, and why they see mispriced value in United Technologies, 21st Century Fox, Comcast and Marsh & McLennan.

If you are a subscriber, log in to access the issue and bonus archive: