Murray Stahl, Steven Bregman, Horizon Kinetics
Horizon Kinetics' Murray Stahl and Steven Bregman explain how the rise of passive investing has impacted their investment approach, what can go wrong investing with owner-operators, their current take on GE, why they believe in bitcoin, and what they think the market is missing in Texas Pacific Land Trust, CACI International, Civeo and Clarkson.
Sam Stewart, Spencer Stewart, Josh Stewart, Wes Golby, Seven Canyons Advisors
Sam Stewart, Spencer Stewart, Josh Stewart and Wes Golby of Seven Canyons Advisors describe the profile of the "world innovators" they want to own, why such companies can be mispriced, where in the world they're finding incremental opportunity, and why they see upside in Sarana Menara Nusantara, Photo-Me, Game Digital, Sony and Walt Disney.
Looking to turn a positive personal experience into an equally or more positive investment one.
Enthusiasm for U.S. airlines hasn't embraced this long-time standout. A missed opportunity?
Items of interest provoking thought (or maybe slight despair).
Alaska Air, CACI International, Civeo, Clarkson, Game Digital, Interactive Brokers, Photo-Me International, Sarana Menara Nusantara, Sony, Texas Pacific Land Trust, Walt Disney
Other Companies in this Issue:
Bioventix, Bitcoin Investment Trust, Blackrock, Church & Dwight, Dish Network, Exxon Mobil, General Electric, McDonald's, Netflix, New York Times, Roku, Subsea 7, Tesla, Wayfair, Wendy's