Jeff Ubben, ValueAct Capital; Mitch Rubin, RiverPark Funds; Brian Macauley, Broad Run Investment Management; Clifford Sosin, CAS Investment Partners; Pieter Taselaar, Lucerne Capital Management; Simon Denison-Smith, Jonathan Mills, Metropolis Capital; Robert Robotti, Robotti & Co.; Will Thomson, Massif Capital
While adroitly discerning "value" from "value trap" has always been critical to successful investing, one could argue that doing so today is harder than ever. In this special feature we hear from several experienced and accomplished investors about how they handicap disruptive change and where they believe the market's conclusions about it today are wrong.
How a quantitative-investing expert fuses his by-the-numbers approach with a human touch.
Can this down-and-out U.S. energy play pay off even if oil and gas prices remain stalled?
Addressing one of the more dangerous questions investors face: “Is it different this time?”
Altice USA, At Home, BP, CarMax, Harley-Davidson, Lithium Americas, Norbord, Solaris Oilfield, Texas Instruments
Other Companies in this Issue:
AES, Blackstone, bpost, Brookfield Asset Management, Carvana, Charles Schwab, China Construction Bank, Disney, Investimentos Itau, IWG, Lukoil, O’Reilly Automotive, Samsung Electronics, Suncor Energy, Telenet, Tidewater