January 31, 2021
Inside This Issue
François Rochon, Giverny Capital
François Rochon of Giverny Capital describes what about his strategy makes it both timeless and timely, the mistake he wishes he could take back from last March, his latest views on top holding Berkshire Hathaway, the macroeconomic concern he considers most prominent, and why he's seeing mispriced value in Facebook, Progressive, Markel and CarMax.
Adam Wyden, ADW Capital
ADW Capital’s Adam Wyden and Jonathan Abenaim explain how they try to get an edge on their competition, their key takeaways from an unaccustomed period of adversity, what they did and didn’t do when the coronavirus arrived last year, and what they think the market is missing in GFL Environmental, RCI Hospitality, APi Group and Par Technology.
Chan Lee, Albert Yong, Petra Capital Management
Petra Capital Management’s Chan Lee and Albert Yong describe why now is a particularly interesting time to be investing in South Korea, why they consider flexibility one of their most important traits as investors, where they’re spending the most time today looking for new ideas, and what they think the market is missing in Daou Technology and Soulbrain.
The fundamental case for a stock that hasn't of late traded much on fundamentals at all.
Offering an updated interpretation of what Seth Klarman has described as the "three most important words in investing."
APi Group, Bed Bath & Beyond, Daou Technology, Facebook, GFL Environmental, Markel, Par Technology, Progressive, RCI Hospitality, Soulbrain
Other Companies in this Issue:
Berkshire Hathaway, CarMax, Carvana, Com2uS, CS Wind, Five Below, Floor & Decor, Grenke, Kiwoom Securiites