Michael McCarthy, Harry Shapiro, Louis Shapiro, Sam Shapiro, Shapiro Capital Management
Sam Shapiro, Michael McCarthy, Louis Shapiro and Harry Shapiro of Shapiro Capital describe their “Willie Sutton” approach to targeting ideas, the extra insight they look for from portfolio-company management, what their Plan B is if a stock isn’t working, and why they see unrecognized value in Axalta, FireEye, Lions Gate Entertainment and Caesars.
Jake Rosser, Coho Capital Management
Jake Rosser of Coho Capital Management explains why five years after starting his firm he made a strategy pivot, the common trait he sees in Facebook and a Mexican convenience-store operator, which market darling he could just no longer justify holding, and why he sees mispriced value in Yum China, American International Group and Despegar.com.
Why this turnaround story could end up having a less-than-happy ending for shareholders.
Obscure and unglamorous businesses can excite investors. Should that be the case here?
A legendary investor puts the active versus passive debate in thoughtful historical context.
American International Group, Axalta Coating Systems, Caesars Entertainment, Darling Ingredients, Despegar.com, FireEye, Invacare, Lions Gate Entertainment, Yum China
Other Companies in this Issue:
Acushnet, Alphabet, Amazon, Brookfield Asset Management, Cellnex, Dun & Bradstreet, Facebook, Fomento Economico Mexicano, Knowles, Knowles, PerkinElmer, S&P Global, TripAdvisor, Urban Outfitters, Valvoline, Zooplus