February 28, 2023
Inside This Issue
Michael Cook, Phillip Cook, SouthernSun Asset Management
Michael and Phillip Cook of SouthernSun Asset Management describe why they typically favor niche-y businesses, what tends to be going on that can make an idea interesting to them, how they believe they’ve improved their investment process over the years, and what they think the market is missing in Watsco, Dycom Industries and U.S. Physical Therapy.
David Iben, Kopernik Global Investors
Kopernik Global Investors’ David Iben and Alissa Corcoran explain why they cast such a wide net for inefficiently priced stocks, why they’re focused on companies with scarce and in-need assets, what trait they consider non-negotiable to be a good investor, and why they’re high today on the prospects for Golden Agri-Resources, KT Corp. and Seabridge Gold.
Ravee Mehta, Nishkama Capital
Ravee Mehta of Nishkama Capital describes how he tries to gain an “empathetic edge” in his investments, how he balances what might be considered growth stocks with what might be considered value stocks, why he doesn't target frauds, fads and terminal cases on the short side, and why he thinks the market is mispricing Flex, Five9, Alteryx and Alphabet.
Storied pasts don't always indicate bright futures – making the case that this firm has both.
Lessons from a recent riches-to-rags investment; The virtues of having a high-grade partner.
Alteryx, Dycom Industries, Five9, Flex, Golden Agri-Resources, KT Corp., Seabridge Gold, U.S. Physical Therapy, Watsco, White Mountains
Other Companies in this Issue:
Alibaba, Alphabet, Berkshire Hathaway, Carvana, Darling Ingredients, Gazprom, Kazatomprom, Live Oak Bancshares, Nextracker, Sberbank, Sprott Physical Uranium Trust, Trex