November 27, 2019
Inside This Issue
Paul Espinosa, Andrew Foster, Seafarer Capital Partners
Seafarer Capital’s Andrew Foster and Paul Espinosa describe how they believe emerging-markets investing has changed, the seven “sources of value” they expect to be unlocked in target companies, how they’re processing events in Hong Kong and China, and why they see unrecognized value in Shangri-La Asia, Moneta Money Bank and HRnetGroup.
Jon Gattman, Cloverdale Capital
Jon Gattman of Dallas-based Cloverdale Capital Management explains how his opportunity set is tailored to his research process, why he puts as much emphasis as he does on shorting, why he’s so attuned to management incentives and motivations, and what he thinks the market is getting wrong about Drive Shack, Addus HomeCare and American Software.
John Crawford, Crawford Investment Counsel
John Crawford, Boris Kuzmin, Jon Christiansen, Aaron Foresman and Douglas Asiello of Crawford Investment describe why they put so much emphasis on dividends, the types of small caps they think the market often overlooks, the pros and cons of working in a family business, and why they see mispriced value in Brinker, Hackett Group and nVent Electric.
Might the rise of socially responsible investing be creating opportunities in "vice" stocks?
A low-profile bet on some high-profile technology trends.
Addus HomeCare, American Software, Brinker, Drive Shack, Hackett Group, HRnetGroup, Moneta Money Bank, nVent Electric, Philip Morris, Shangri-La Asia, Tower Semiconductor
Other Companies in this Issue:
Altria, Brown & Brown, Georgia Capital, Littelfuse, Mesa Labs, Orion, Pacific Basin Shipping, Qatar Gas Transport, Rent-A-Center, Stericycle, Tabreed, WH Group, Woodward, Zovio