Point of Clarification


Avenir Corp.’s Peter Keefe, James Rooney and James Emanuelson explain how they curate their investing watchlist and what’s on it today, how they knock managers “off the script” during company discussions, when and why they reluctantly sell, and why they see unrecognized value today in DigitalBridge, Lockheed Martin, Amazon.com and Microsoft.

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