Vinson Walden, Brian McMahon, Thornburg Investment Management
Vinson Walden, Brian McMahon and Miguel Oleaga of Thornburg Investment Management describe the types of long-term company initiatives that attract their interest, how they’re processing the news in Hong Kong and Britain, where cheap stocks may not be cheap enough, and why they see upside in Qorvo, Reliance Industries, GDS Holdings and OCI.
Dev Kantesaria, Valley Forge Capital
Valley Forge Capital’s Dev Kantesaria explains which business-quality hurdle is often the toughest for potential investments to clear, why he prefers U.S.-traded companies, the macroeconomic factor he pays the most attention to, why his cash level today is different than normal, and why he sees unrecognized value in Moody’s, Fair Isaac, Visa and Intuit.
Value investors smell fire and often move toward it. Is that a good idea in this particular case?
Growth-oriented investor Grandeur Peak Global is finding more value ideas today. Here's one.
On telling the difference between language that obfuscates and language that elucidates.
Fair Issac, GDS Holdings, GrubHub, Intuit, Moody’s, OCI, Qorvo, Reliance Industries, Selamat Sempurna, Visa
Other Companies in this Issue:
Aena, Alphabet, Bayer, DaVita, easyJet, Equifax, Galaxy Entertainment, Just Eat, Mastercard, MGM China, Monster Beverage, Ryanair