Simon Denison-Smith, Jonathan Mills, Metropolis Capital
Simon Denison-Smith and Jonathan Mills of the U.K.'s Metropolis Capital describe the situations they find most conducive to market mispricing, why they gravitate to investing in larger companies, why their partnership has endured as long as it has, and why they see unappreciated value today in Hargreaves Lansdown, Andritz, Progressive and Gruma.
Robert Robotti, Robotti & Co.
Robert Robotti of Robotti & Co. explains why he believes the fundamental strength of many old-economy businesses has structurally improved, why the recovery in the U.S. housing market still has a long way to run, where he's finding head-shakingly low valuations, and why he sees particular upside in Westlake, Subsea 7, Interfor and West Fraser Timber.
We love ideas with secular tailwinds and unique competitive advantages. This isn’t one of those.
The case for a pandemic recovery play returning to substantially better than just "normal."
What does it mean to have the right investing temperament and why is it so vitally important?
Andritz, F45 Training, Gruma, Hargreaves Lansdown, Interfor, Lumen Technologies, Progressive, Subsea 7, West Fraser Timber, Westlake Chemical
Other Companies in this Issue:
Adidas, Admiral Group, Builders FirstSource, Cavco, Halfords, Howden Joinery, Legacy Housing, Louisiana-Pacific, Nobility Homes, Olin, Oracle, Qurate, Skyline Champion