April 30, 2021
Inside This Issue
Arnaud Ajdler, Engine Capital
Arnaud Ajdler and Brad Favreau of Engine Capital describe why they don’t start out screening for cheap stocks, how they try to foster constructive conversations with the management and boards of companies they’ve targeted for activism, and why they're seeing mispriced value in CACI International, MTY Food Group and Houghton Mifflin Harcourt.
John Walthausen, Walthausen & Co.
Walthausen & Co.’s John Walthausen, Gerard Heffernan and DeForest Hinman explain how they root out “neglected, dismissed or disliked” stocks with promise, which pandemic losers are more likely to surprise on the upside, how they battle value traps, and what they think the market is missing in Perdoceo Education, Cleveland-Cliffs and G-III Apparel.
Brad Hathaway, Far View Capital Management
Brad Hathaway of Far View Capital Management describes the situations in which he believes he's more likely to gain an investment edge, why his on-deck circle of ideas to pursue is more crowded than ever, the buying discipline he decided to relax, and why he thinks the shares of EDreams Odigeo, Naked Wines, CDON and Park Aerospace are mispriced.
Opportunities in a sector where it’s particularly hard to decipher what “normal” will look like.
Getting down to brass tacks when it comes to SPACs.
CACI International, CDON, Cleveland-Cliffs, Douglas Emmett, EDreams, G-III Apparel, Houghton Mifflin Harcourt, Installed Building Products, MTY Food Group, Naked Wines, Park Aerospace, Perdoceo Education
Other Companies in this Issue:
Concentrix, Dell Technologies, EchoStar, EPR Properties, FTAC Hera Acquisition, Gores Guggenheim, Longview Acquisition, PAI Incorporated