September 30, 2021
Inside This Issue
William Higgons, Victor Higgons, Indépendance et Expansion AM
William Higgons and Victor Higgons of Paris-based Indépendance et Expansion AM describe how their unique value approach weeds out value traps, why they favor family-controlled businesses, how they took their strategy across borders, where they look first to sell, and why they see unrecognized value in Télévision Française 1, Unieuro and Catana Group.
Jennifer Wallace, Summit Street Capital
Jennifer Wallace of Summit Street Capital describes why she’s reticent to buy ostensibly cheap stocks in today’s market, how her perspective on energy-related opportunities has evolved, why she’s cautiously optimistic about the prospects for women in money management, and why she sees mispriced upside in Discovery, Molina Healthcare and Huntsman.
Matthew Sweeney, Laughing Water Capital
Laughing Water Capital’s Matthew Sweeney explains how he tries to create a “structural” investing edge, what he looks for that computers are more likely to miss, how he's trying to keep early success from going to his head, and what he thinks other investors are missing in Houghton Mifflin Harcourt, TransAct Technologies and Whole Earth Brands.
A fresh set of ideas after much success with the last batch.
Prospecting in the world's highest-potential market sector.
Catana Group, Discovery, ECN Capital, Houghton Mifflin Harcourt, Huntsman, International Money Express, Jafco Group, Molina Healthcare, Sierra Wireless, Télévision Française 1, TransAct Technologies, Unieuro, Whole Earth Brands
Other Companies in this Issue:
Aimia, ALD, Delta Plus, Fountaine Pajot, Iteris, Nomura Research Institute, Publicis, Technip Energies, Thryv, United Therapeutics, Valero Energy