Stephen Goddard, Samuel Hutchings, The London Company
Stephen Goddard and Samuel Hutchings of The London Company describe their long-standing – and highly relevant today – focus on downside protection, how they emphasize balance sheets in arriving at a company's worth, and why they think the market is mispricing Nintendo, Starbucks, Fidelity National Information and Air Products & Chemicals.
Peter Keefe, Avenir Corp.
Avenir Corp.’s Peter Keefe, James Rooney and James Emanuelson explain how they curate their investing watchlist and what’s on it today, how they knock managers “off the script” during company discussions, when and why they reluctantly sell, and why they see unrecognized value today in DigitalBridge, Lockheed Martin, Amazon.com and Microsoft.
Has the market's extreme indifference to this paper and packaging giant gone too far?
Arguing that the derailed bull case for this company's stock may very well be back on track.
Taking exception to arguments for growth's superiority over value as an investment style.
Air Products & Chemicals, Amazon.com, DigitalBridge, Fidelity National Information, Lockheed Martin, Microsoft, Nintendo, Starbucks, WestRock, Yum China
Other Companies in this Issue:
Adobe, CCC Intelligent Solutions, Dollar Tree, Floor & Decor, Franklin Resources, Graphic Packaging, Intel, Markel, Pool Corp., Texas Instruments, Trupanion, Watsco