Click on an issue to see the available sample articles:
April 30, 2022
James Davolos, Horizon Kinetics
James Davolos of Horizon Kinetics describes what he thinks investors are missing about inflation, the types of businesses he expects to thrive in an inflationary environment – or even if inflation doesn't turn out to be as big an issue as he expects – and why he sees unrecognized value in Brookfield Asset Management, PrairieSky and Archer Daniels Midland.
Charles Lemonides, ValueWorks
ValueWorks’ Charles Lemonides explains why his economic outlook remains relatively positive, why the stocks of some already beaten down high-fliers could still have much further to fall, why the nascent recovery in energy markets has room to run, and what he thinks the market is missing – good or bad – in Air Lease, Mesabi Trust and Beyond Meat.
Andrew Baumbusch, Joseph Chin, Cambiar Investors
Turnarounds in firms facing secular disruption aren't easy.