Here and Now


Amit Wadhwaney, Michael Campagna and John Mauro of Moerus Capital describe why they focus on the balance sheet over the income statement, why risk avoidance needn’t limit upside potential, what industry might be particularly ripe for trouble, and why they see unrecognized value in Almacenes Exito, Global Logistic Properties, Aker ASA and Cameco.

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