Ben Preston, Orbis Investments
Ben Preston of Orbis Investments describes how growth and value coexist logically in the firm's global portfolio, where geographically he sees incremental opportunity and risk, how his views on the auto industry have evolved, how he's trying to get better at selling, and why he sees mispriced value in Anthem, Vestas Wind Systems, Autohome and Sberbank.
Travis Cocke, Voss Capital
Voss Capital’s Travis Cocke and Jon Hook explain why transitioning businesses can be fertile ground for ideas, how they get comfortable with extreme negative market sentiment, the big mistake they made when the pandemic hit, and why they see mispriced upside in Nintendo, Avid Technology, Extreme Networks, Louisiana-Pacific and Rimini Street.
Contemplating the longer-term consequences of governmental monetary and fiscal responses to the global pandemic.
A suggestion for those interested in braving the elements in a sector many choose to avoid.
Pondering the downside for an unlikely market darling in bricks-and-mortar retail.
Anthem, Autohome, Avid Technology, Equinor, Extreme Networks, Five Below, Louisiana-Pacific, Nintendo, Rimini Street, Sberbank, Vestas Wind Systems
Other Companies in this Issue:
BMW, KB Financial, NetEase, Ørsted, Par Technology, Taiwan Semiconductor, Thunderbird Entertainment, WD-40