Value Inequality

04/30/2019

Nick Tompras, Tim Piechowski and Willem Schilpzand of Alpine Capital Research describe the narrow slices of the market they find deeply undervalued, why they passed on some recent ostensibly interesting ideas, why their portfolio does so well in down markets, and why they see upside today in Fairfax Financial, General Motors, Citigroup and Vodafone. 


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