Christopher Kiper, Ted White, Legion Partners
Christopher Kiper, Ted White, Ken Kempf and Sagar Gupta of Legion Partners describe why the companies they target often evade other investors’ notice, the typical elements of their activist agendas, some key learnings on what can go wrong with an investment, and why they see unrecognized value in Chefs’ Warehouse, Vonage, Genesco and Fabrinet.
Brian Krawez, Scharf Investments
Scharf Investments’ Brian Krawez, Eric Lynch and Gabe Houston explain how they screen for ideas to improve their odds of investment success, which out-of-favor industries interest them and which don’t, why their portfolio tends to hold up so well in bad markets, and why they see upside in Walgreens Boots, CDK Global, Time Warner and Gentex.
The status quo in selling cosmetics is under attack. Here's the case for one primary attacker.
Dreaming big for a newly public company that appears to be just starting to hit its stride.
Warren Buffett’s counsel on how to make it so, “Yours is the Earth and everything that’s in it.”
CDK Global, Chefs’ Warehouse, E.L.F. Beauty, Fabrinet, Genesco, Gentex, Purple Innovation, Time Warner, Vonage, Walgreens Boots
Other Companies in this Issue:
American International Group, Banc of California, Bed Bath & Beyond, Dick’s Sporting Goods, L.B. Foster, Mattel, Nexeo Solutions