Bright Prospects

02/28/2017

Soapstone Capital’s Jed Nussdorf explains the hierarchy of earnings-growth drivers he prefers, the “event-driven” situation he’s finding increasingly attractive, why traditional value-based screens don’t work for him, where’s he’s finding short opportunities today, and why he sees mispriced value in J.B. Hunt Transport, AdvanSix, Zayo Group and Nestlé.


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