Brett Moshal, Alex Bowles, Orbis Investments
Orbis Investments’ Brett Moshal and Alex Bowles explain why Japan is a good market for active value investors, why they’re not as pessimistic about corporate governance as they once were, the macro risks they consider most top of mind, and why they see uniquely mispriced upside in Yamato Kogyo, Daiwa House, Inpex and Japan Petroleum Exploration.
James Davolos, Horizon Kinetics
James Davolos of Horizon Kinetics describes what he thinks investors are missing about inflation, the types of businesses he expects to thrive in an inflationary environment – or even if inflation doesn't turn out to be as big an issue as he expects – and why he sees unrecognized value in Brookfield Asset Management, PrairieSky and Archer Daniels Midland.
Charles Lemonides, ValueWorks
ValueWorks’ Charles Lemonides explains why his economic outlook remains relatively positive, why the stocks of some already beaten down high-fliers could still have much further to fall, why the nascent recovery in energy markets has room to run, and what he thinks the market is missing – good or bad – in Air Lease, Mesabi Trust and Beyond Meat.
An alternative take on investment opportunity in China.
Turnarounds in firms facing secular disruption aren't easy.
Air Lease, Archer Daniels Midland, Bed Bath & Beyond, Beyond Meat, Brookfield Asset Management, Daiwa House Industry, East Money, Inpex, Japan Petroleum Exploration, Mesabi Trust, PrairieSky, Yamato Kogyo
Other Companies in this Issue:
Asahi Kasei, Bunge, Deutsche Boerse, Eneti, Intercontinental Exchange, Peloton, Sugi Holdings, Sumitomo Electric, Tidewater, Valaris, Weyerhaeuser, Whiting Petroleum, Wilmar