High Cotton

04/30/2012

Steve Morrow, Jeff Drinan, Alec McLean and Brooke Morrow of NewSouth Capital describe when a cheap stock won’t make a good investment, the risk-avoidance tools that helped them in the crisis, what makes conviction in an idea go up, and why they see upside in Brookdale, Walter Investment, ManTech, Thermo Fisher Scientific and Gardner Denver.


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