Peak Concentration

10/31/2007

Grisanti Brown’s Christopher Grisanti and Vance Brown, with partner Jared Leon, explain the top question they ask of management, how they avoid holding on to winners too long, why they're scratching their heads over railroads' valuations and where they see unrecognized value in Archer Daniels Midland, KBR, Inc., American Standard and Dynegy. 


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