Ricky Sandler, Eminence Capital
Ricky Sandler of Eminence Capital explains how he gauges the prevailing investor perception on a stock, why he’s been so heavily engaged on the short side in recent months, why he’s put so much emphasis on culture in building his firm, and why he sees unrecognized value today in Zillow, New Relic, Exact Sciences and a number of cannabis-related stocks.
Bob Wyckoff, Tweedy, Browne Co.
Members of Tweedy, Browne Co.’s investment team describe what’s reminiscent about today’s investing environment and unsettling times in the past, the quantitative indicator on which they’re putting increased emphasis, why their portfolio cash is at historically low levels, and why they see mispriced value in Industrias Bachoco, Haitian, FMC and Rubis.
Pondering whether the market's sharp U-turn on the company's prospects is deserved.
Is this infrastructure travel-recovery play over, or still in a position to gain plenty of altitude?
Better to think through now how to respond when a stock tanks than in the heat of the moment.
Aéroports de Paris, Cresco Labs, Exact Sciences, FMC, Green Thumb, Haitian, Industrias Bachoco, Netflix, New Relic, Rubis, TerrAscend, Verano, Zillow
Other Companies in this Issue:
Alibaba, BAE Systems, Credit Suisse, LivaNova, Megacable, Morgan Stanley, Salesforce.com, Sumitomo Heavy Industries, TotalEnergies, Vertiv, WillScot Mobile Mini