Surgical Precision


Ken Shubin Stein of Spencer Capital Management describes what he’s learned from “autopsies” of his mistakes, how he’s prepared for inevitable market dislocations, why apparel companies and retailers are often mispriced and what he thinks the market is missing in Foot Locker, Tyco, Resource America and Newkirk Realty Trust. 

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