Stan Majcher, Hunter Doble, Hotchkis & Wiley
Hotchkis & Wiley’s Stan Majcher and Hunter Doble describe their underlying investment rationale for being contrarian, why they don’t believe in value traps, why they have the exposure they do to energy and financials, and what they think the market is missing today in Kosmos Energy, Popular, Fluor, CNH Industrial and American International Group.
Chris Bloomstran, Semper Augustus Investments
Christopher Bloomstran of Semper Augustus Investments explains the early lesson he learned from investing in Ross Stores, how his portfolio positions have rotated over the past 18 months, why he thinks the margin of safety in gold miners is so high, and why he sees mispriced value in Dollar Tree, Berkshire Hathaway, HollyFrontier and Valero Energy.
Checking in for an update with someone who saw so well through uncertainty a year ago.
Its recently hot stock has cooled considerably. Are more fertile times ahead for shareholders?
Expert advice on playing your best hand as a decision-maker.
American International Group, Berkshire Hathaway, Check Point Software, CNH Industrial, Dollar Tree, Fluor, HollyFrontier, Huntington Ingalls, Kosmos Energy, Popular, Scotts Miracle-Gro, Valero Energy
Other Companies in this Issue:
Credit Suisse, Discovery, Dollar General, Evercore, Holly Energy Partners, Kinross Gold, Marathon Oil, Newmont, Olin, ViacomCBS