David Brown, Eric Wolff, Hawk Ridge Partners
David Brown and Eric Wolff of Hawk Ridge Capital describe why they put so much emphasis on generating new ideas, the discipline they relaxed when the pandemic hit a year ago, whether the GameStop “affair” has influenced how they think about shorting, and what they think the market is missing in LivaNova, Intertrust, Integer Holdings and Logitech.
David Barr, Felix Narhi, PenderFund Capital Management
PenderFund Capital Management’s David Barr and Felix Narhi explain why they often gravitate to “battleground” stocks, which companies they consider to be the next-generation “FAANGs”, the evolution of their interest in Bitcoin, and why they think Zillow, Liberty Latin America, MAV Beauty Brands and Sangoma Technologies are mispriced.
A deep-value investor describes his successful journey back from the investing wilderness.
Handicapping the path ahead for a "graduated" SPAC with a rather interesting backstory.
Some advice from worthy sources on the ever-important subject of handicapping change.
GSI Technology, Integer Holdings, Intertrust, Liberty Latin America, LivaNova, Logitech, MAV Beauty Brands, Sangoma Technologies, Whole Earth Brands, Zillow
Other Companies in this Issue:
Baidu, Enzo Biochem, Flutter, IAC/InterActive, Macquarie Infrastructure, MicroStrategy, Par Technology, ProntoForms, Shell Midstream, Sinclair, Square, Stitch Fix, Upwork