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Capital Ideas
10/31/2025W1M’s Chris Garsten, Charles Glasse and Charles Walker explain the top-down approach that points them to out-of-favor European ideas, why the market is slow to come around to what they find interesting, the risks and rewards of investing in industry leaders, and what unrecognized value they see in Viscofan, Acerinox, Smurfit Westrock and Inditex.
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