Click on an issue to see the available sample articles:
October 30, 2020
David Herro, Eric Liu, Harris Associates
David Herro and Eric Liu of Harris Associates describe the “huge, exploitable market imperfection” they regularly try to take advantage of, how they find upside in even in-favor sectors, why they think today's opportunity set is particularly attractive, and why they see unrecognized value in BNP Paribas, BlackBerry, Naspers, Glencore and Daimler.
Mark Oelschlager, Oelschlager Investments
Oelschlager Investments’ Mark Oelschlager explains how he adjusts portfolio risk depending on his assessment of market optimism or pessimism, the theme behind many current holdings, why the market feels to him like 1999, and why he sees significant upside in Herman Miller, Atlantic Union Bankshares, Steven Madden and Designer Brands.
Dan Davidowitz, Polen Capital
Why an information-technology stalwart hasn't exactly sailed through the Covid crisis.