Preview

 

Changing the Narrative

11/30/2020

Voss Capital’s Travis Cocke and Jon Hook explain why transitioning businesses can be fertile ground for ideas, how they get comfortable with extreme negative market sentiment, the big mistake they made when the pandemic hit, and why they see mispriced upside in Nintendo, Avid Technology, Extreme Networks, Louisiana-Pacific and Rimini Street.

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

Not a subscriber? Subscribe today!

SUBSCRIBE NOW and receive a full year of Value Investor Insight — including weekly e-mail Bonus Content and access to all back issues — for only $349. That's a full year's worth of great investment ideas and wisdom for LESS THAN $30 PER MONTH!

Sign Up Now!