Mining Misunderstanding

12/02/2010

Scout Capital’s James Crichton and Adam Weiss describe why the market today is conducive to their brand of specialsituations investing, why they call investment-committee meetings “Fight Club,” where their “digital lawnmower” short thesis is playing out, and why they see mispriced value in Verisk, Coca-Cola Enterprises, Sensata and QR National.


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