Andrew Wellington, Lyrical Asset Management
Lyrical Asset Management's Andrew Wellington and Matthew Mangiacotti describe how they identify "gems amid the junk," how they think about disruption threats, why they find the current equity market frustrating but not depressing, and why they see materially mispriced value in United Rentals, Global Payments, TD Synnex, Expedia and Ameriprise.
John Barr, Needham Asset Management
Needham Funds' John Barr explains how and why he targets what he considers "hidden compounders," how he’s learned to hold on to them even when they’re less hidden, where he looks for downside protection, why he considers himself so lucky to do what he does, and what he thinks the market is missing in PDF Solutions, Nova, Aspen Aerogels and Vicor.
Where an expert sees opportunity in "a whole universe that has become a value universe."
Contemplating the impact of a possible macro headwind.
How to react when out-of-the-blue controversy comes along.
Altus, Ameriprise, Anheuser-Busch InBev, Aspen Aerogels, Expedia, Global Payments, Jardine Matheson, Kiwoom Securities, Nova, PDF Solutions, TD Synnex, United Rentals, Vicor
Other Companies in this Issue:
Broadcom, Clean Harbors, Concentrix, F5, Gedeon Richter, Lincoln National, NetEase, Northern Technologies, Oil-Dri, Primerica, Q2 Holdings, Super Micro Computer, Uber, Uni-President China, Vacasa