Clyde McGregor, Michael Nicolas, Oakmark Funds
Clyde McGregor and Michael Nicolas of Harris Associates describe what’s changed in how they assess management, what aspects of business quality matter most to them, why the fixed-income side of their portfolio has gotten more interesting, and why they see unrecognized value in Capital One, KKR & Co., Intercontinental Exchange and Lithia Motors.
Tucker Golden, Solas Capital
Tucker Golden, Andreas Backstrom and Kincade Webster of Solas Capital explain how they try to preserve independent thought in their research, why they target situations with non-economic trading, why they shun crowded shorts, and why they believe NFI Group, Natural Resource Partners, Ardagh Metal Packaging, Shimano and Interroll are mispriced.
It's been absent from this year's tech-stock rebound. Is the market's dour outlook overdone?
Making the investment case for an off-the-radar, Joel Greenblatt-style "special situation."
"Being smart is mostly great," but it's good to keep in mind how it can also lead investors astray.
Ardagh Metal Packaging, Capital One, Intercontinental Exchange, Interroll Holding, KKR & Co., Lithia Motors, Natural Resource Partners, NewtekOne, NFI Group, PayPal, Shimano
Other Companies in this Issue:
Adyen, Aston Martin Lagonda, Corebridge Financial, Epsilon Energy, General Mills, General Motors, Glencore, Howmet Aerospace, Kyndryl Holdings, LivaNova, Masco