Ben Preston, Orbis Investments; Daniel Malan, Mikael Liefferink, Perspective Investment Management; Alexander Roepers, Atlantic Investment Management; Bernard Horn, Polaris Capital; Win Murray, Harris Associates
Experienced auto-sector investors Ben Preston, Daniel Malan, Alexander Roepers, Win Murray and Bernard Horn describe how they're handicapping the numerous challenges and opportunities facing industry competitors and why they believe Toyota, Denso, Dongfeng Motor, Lear Corp. and Inchcape are uniquely well positioned to come out as winners.
Kristofer Medina, Medina Singh Partners
Kristofer Medina of Medina Singh Partners explains the rationale behind his less-than-glamorous opportunity set, why high-quality businesses are not at all a priority for him, why today's investing environment is yielding plenty of good ideas, and what he thinks the market is getting wrong about Regis Corp., Stoneridge, Clearwater Paper and Uponor Oyj.
Is the market right in having such a dour view of this one-time fashion juggernaut's prospects?
Making the case that this "growth bank" is now trading at an inappropriately low value price.
An ongoing reminder that when it comes to investing, experience really is the best teacher.
Capri Holdings, Clearwater Paper, Denso, Dongfeng Motor, Inchcape, Lear, Regis, Stoneridge, SVB Financial, Toyota, Uponor
Other Companies in this Issue:
Autohome, Beyond Meat, BorgWarner, Continental AG, Honda, Hyundai Mobis, Insteel Industries, Magna International, Metair, Michelin, Mueller Industries, Tesla, Trinseo