Stephen Goddard, Brian Campbell, The London Company
Stephen Goddard and Brian Campbell of The London Company describe their relatively unique approach to valuation, why they’re unlikely to average down if a position goes against them, what sector they see as ripe for consolidation, and why they see mispriced value in Crown Castle, Versum Materials, Albemarle, Penske Automotive and Armstrong World.
Ian Mortimer, Matthew Page, Guinness Atkinson Asset Management
Ian Mortimer and Matthew Page of Guinness Atkinson Asset Management explain which “global innovators” make for the best investments, why technology stocks aren't really as pricey as generally believed, why they make relatively equal-sized bets, and why they think Lam Research, Infineon, Baidu, Anta Sports and Catcher Technology are mispriced.
Is this rightly pegged as a next-generation software leader?
Mining for "Heads I win, tails I don't lose" propositions.
A lesson on parsimony when evaluating investment ideas.
Albemarle, Anta Sports, Armstrong World Industries, Baidu, Catcher Technology, Crown Castle, Infineon, Lam Research, Mimecast, Penske Automotive, Versum Materials
Other Companies in this Issue:
Altria, Boeing, Continental AG, Copart, Easterly, General Electric, General Mills, Hennessy Capital Acquisition, Home Depot, KLA-Tencor, Osprey Energy, Philip Morris, Progressive, Pure Acquisition, Southwest Airlines, Tejon Ranch, Trinity Merger, WisdomTree