Trouble Is Opportunity

04/30/2026

Moerus Capital's Amit Wadhwaney and Michael Campagna explain why they often run toward proverbial fires, what's interesting to them in long-time area of interest metals and mining, why they take an asset-based valuation approach, and what they think the market is missing today in Natura, Arcos Dorados, Cromwell Property and Hammerson Plc.

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