May 31, 2019
Inside This Issue
Brad Radin, Radin Capital Partners
Brad Radin and Joseph Fei of Radin Capital Partners describe the investment-philosophy insights they borrowed from John Templeton, how as global investors they’re processing the ongoing trade discussions, why they believe they’re well prepared for market turmoil, and why they see unrecognized value in Krones, Stella International and Ontex Group.
Chris Welch, Diamond Hill Capital Management
Diamond Hill Capital Management’s Chris Welch, John Loesch and Aaron Monroe explain how they’re responding to a heightened risk of value traps, which low-valuation sectors have most attracted their interest, why patience is of the essence in today's market, and why they see upside in Sterling Bancorp, Red Rock Resorts, BorgWarner and Post Holdings.
Adam Parker, Center Lake Capital
Adam Parker of Center Lake Capital describes why he believes the return potential for his target investments are “more attractive than in any other area of technology,” what he focuses on to separate winners from losers, why he considers himself a value investor at heart, and why he sees mispriced value in Pluralsight, Alteryx and MongoDB.
Is it out of ammunition to drive its share price higher?
Counting on assets that are far from earning their potential.
Alteryx, BorgWarner, Five Point Holdings, Krones, McDonald’s, MongoDB, Ontex Group, Pluralsight, Post Holdings, Red Rock Resorts, Stella International, Sterling Bancorp
Other Companies in this Issue:
Alaska Air, Allegiant, Atlassian, Bakkavor, Bed Bath & Beyond, China Lesso, Edgewell, Mattel, Mimecast, Newell, Oracle, Precision Drilling, Sensata, United Continental, Yue Yuen Industrial