Danton Goei, Davis Advisors
Davis Advisors' Danton Goei, Sobby Arora and Pierce Crosbie describe why they expect Asia – and particularly China – to be primary areas of investment focus for a long time, why they believe the rebound in financials has room to run, and why they think the market is mispricing DBS Group Holdings, Alibaba, New Oriental Education and Capital One.
Randy Baron, Pinnacle Associates
Randy Baron of Pinnacle Associates explains how various levels of dislocation can often translate into investment opportunity, why be believes now is a particularly interesting time to be investing in the United Kingdom, why he remains positive about active management, and what he thinks the market is missing today in Eros STX, MiX Telematics and Amyris.
Investing with a style that puts conviction – and intestinal fortitude – regularly to the test.
Standing alongside a legendary investor as he patiently waits for the best pitches to hit.
A reminder not to assume too easily with hindsight that you knew more than you actually did.
Alibaba, Amyris, Capital One, DBS Group Holdings, Equity Commonwealth, Eros STX, MiX Telematics, New Oriental Education & Technology, Scientific Games, Twitter
Other Companies in this Issue:
Berkeley Lights, Carrier Global, Codexis, Copart, Danske Bank, DNB, Kroger, Naked Wines, Otis Worldwide, TravelCenters of America, Twist Bioscience, Victoria, Wells Fargo