August 31, 2022
Inside This Issue
David Nierenberg, Nierenberg Investment Management
Nierenberg Investment Management’s David Nierenberg and Damon Benedict explain why they at times think differently about time horizon, why they’re sticking with some multi-bagger investments, how they've grown more skeptical of long-term management guidance, and why they see mispriced upside today in Mr. Cooper Group, Fluor and Potbelly.
Will Brennan, Long Path Partners
Will Brennan and Ted Keith of Long Path Partners describe the strict standards they have for populating their investing wish list, why they think the current market environment plays to their strengths, what industries have become more interesting of late, and why they see unrecognized value today in Alkami Technology, Enento Group and Altus Group.
Will Thomson, Chip Russell, Massif Capital
Will Thomson and Chip Russell of Massif Capital describe how their real-asset strategy stacks up against common ESG-focused approaches, why they think traditional investor views on the energy, materials and industrials sectors are outdated, and what they think the market is missing in Siemens Energy, Equinox Gold and Polaris Renewable Energy.
Is heightened near-term concern masking its expanded and more-resilient earnings power?
A "renaissance-man" investor reflects on lessons from 25 years as a portfolio manager.
Alkami Technology, Altus, Enento, Equinox Gold, Fluor, KKR, Mr. Cooper, Polaris Renewable Energy, Potbelly, Siemens Energy
Other Companies in this Issue:
Dana, EQT, Hansen Technologies, Ionic Rare Earths, Keppel Infrastructure, NuScale, OraSure, PetMed Express, RWE, Salesforce, Wabash National