Ins and Outs


Esplanade Capital's Shawn Kravetz explains his evolving views in areas of focus such as gaming and for-profit education, the types of small and “messy” situations that attract him, why he's added solar energy to his circle of competence, and why he sees upside in Skechers, MEMC, Ministop and Lakes Entertainment and downside in Wacker Chemie.

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