Intended Consequences

07/30/2009

Ivory Capital's Curtis Macnguyen – with colleagues Neil Chudgar, Brad Lundy and Avery Son – describes why a true bull market is unlikely to be close at hand, the key risk factors to which he wants his portfolio to be immune, why he took a rare activist stance with Yahoo, and why he believes Vodafone, Goodyear, Loews and regional banks are mispriced.


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


Not a subscriber? Subscribe today!