Mining Makeovers

01/31/2007

Osterweis Capital’s John Osterweis (along with analysts Matthew Berler, Michael Hughes and Sasha Kovriga) describes the cyclical-company bets he likes to make, the primary “occupational hazard” of investing, why actual or near-bankruptcies attract his attention, and why he sees unrecognized value in First American, R.H. Donnelley, Crown Holdings and Diageo. 


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