October 31, 2022
Inside This Issue
David Poppe, Giverny Capital Asset Management
David Poppe of Giverny Capital Asset Management describes his unique path to becoming an investor, how he’s processing the macro concerns challenging today’s markets, where he thinks investors are being indiscriminate in their judgment, and why he sees mispriced value in CarMax, Installed Building Products, Ashstead Group and M&T Bank.
Chris Colvin, Breach Inlet Capital
Breach Inlet Capital’s Chris Colvin describes why he thinks companies going through transformations are more likely to be mispriced, how he’s evolved his strategy and process since starting his firm, why he thinks his field of play is more attractive than usual, and why he's high on the prospects for Liberty Braves, International Money Express and Tiptree.
Pavel Begun, 3G Capital
Pavel Begun and Cory Bailey of 3G Capital Management describe how “doom and gloom” translates into investment opportunity, how they research far-afield companies, how they manage risks investing in ostensibly dicey markets, and what they think the market is missing in Excellence Commercial Property, Victoria’s Secret and LSL Property Services.
The case for a commercial real estate beneficiary of changes in how and where people work.
Reinterpreting so-called YOLO "investing"; For short selling, a hat tip in appreciation.
Ashtead Group, CarMax, Excellence Commercial Property, Installed Building Products, International Money Express, IWG, Liberty Braves, LSL Property Services, M&T Bank, Tiptree, Victoria’s Secret
Other Companies in this Issue:
Aviat Networks, First Republic, Five Below, JPMorgan Chase, Kaspi, LGI Homes, MoneyGram, Nikola, Progressive, Western Union