Cycling Through

10/30/2020

David Herro and Eric Liu of Harris Associates describe the “huge, exploitable market imperfection” they regularly try to take advantage of, how they find upside in even in-favor sectors, why they think today's opportunity set is particularly attractive, and why they see unrecognized value in BNP Paribas, BlackBerry, Naspers, Glencore and Daimler.


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