Traditionally Modern

02/28/2017

Thomas Shrager, John Spears, Bob Wyckoff, Jay Hill and Olivier Berlage of Tweedy, Browne Co. describe how value investing is like duck hunting, why today they focus more on non-U.S. companies than U.S. ones, how valuation for them is a “two-part test,” and why they see mispriced upside in Hyundai Mobis, Hang Lung Group, E-L Financial and Avnet.


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