July 30, 2021
Inside This Issue
Andrew Baumbusch, Colin Dunn, Cambiar Investors
Andrew Baumbusch and Colin Dunn of Cambiar Investors explain why they think investors shouldn’t have to choose between value and growth, how their strategy is meant to help them navigate times of stress, how they’ve handled one “meme stock" position, and why they see unrecognized upside in IPG Photonics, Mercury Systems and Atmos Energy.
Jeff Bronchick, Cove Street Capital
Cove Street Capital’s Jeff Bronchick, Ben Claremon, Andrew Leaf and Eugene Robin describe why they’re so busy even in an ostensibly expensive market, why they think the “Uber vs. taxis” disruption template can often mislead, how they've become more active with portfolio companies, and why they believe Skechers, Landec and PQ Group are mispriced.
Charles Murphy, Liberty Park Capital
Charles Murphy of Liberty Park Capital Management describes the investing pond in which he’s chosen to fish, how he’s relaxed the “purist” investment strategy he started out with, why he targets singles on the short side rather than home runs, and what he thinks the market is missing in Luna Innovations, Atlas Technical Consultants and Porch Group.
Upside if a big U.S. trend continues to catch on overseas.
Trying to avoid being too smart for your own good.
Atlas Technical Consultants, Atmos Energy, Big Yellow Group, IPG Photonics, Landec, Luna Innovations, Mercury Systems, Porch Group, PQ Group, Skechers
Other Companies in this Issue:
Alaska Air, Array, Athenex, Bed Bath & Beyond, Howmet, Huntington Ingalls, Insperity, Liberty TripAdvisor, Lincoln Electric, National Storage, NV5 Global, Shurgard Self Storage, Six Flags, Solaris Oilfield, Tootsie Roll, ViaSat, Virgin Galactic, WD-40, Western Union