Andrew Brenton, Turtle Creek Asset Management
Andrew Brenton of Turtle Creek Asset Management describes what he thinks makes his portfolio companies unique, why he gravitates toward “true platform companies,” what’s required to be good at trading around positions, and why he sees unrecognized value in Berry Global, Middleby, Badger Daylighting, Home Capital Group and Premium Brands.
Chris Mittleman, Mittleman Brothers Investment Management
Chris Mittleman of Mittleman Brothers Investment Management explains how he’s processing a period of underperformance, why he doesn’t shy from messy situations, why he bought into two pandemic “epicenter” stocks, and why he sees significant upside in International Game Technology, Cineplex, Village Roadshow and Greatview Aseptic Packaging.
Updating investment themes around gold, auto supply and a new opportunity close to home.
How an already wide-moat business can become even better.
Fighting the good fight against ignorance and "misbeliefs."
Badger Daylighting, Berry Global, Cashbuild, Cineplex, Denso, Greatview Aseptic Packaging, Home Capital, International Game Technology, Middleby, Premium Brands, Siemens Healthineers, Village Roadshow
Other Companies in this Issue:
Adidas, Aimia, AngloGold Ashanti, Avis Budget, Barrick Gold, Carnival, Clear Media, Discover Financial, Distell Group, Icon, Inditex, Magna International, Revlon, SS&C Technologies, TFI International