Click on an issue to see the available sample articles:
August 31, 2022
David Nierenberg, Nierenberg Investment Management
Nierenberg Investment Management’s David Nierenberg and Damon Benedict explain why they at times think differently about time horizon, why they’re sticking with some multi-bagger investments, how they've grown more skeptical of long-term management guidance, and why they see mispriced upside today in Mr. Cooper Group, Fluor and Potbelly.
Will Brennan, Long Path Partners
Will Brennan and Ted Keith of Long Path Partners describe the strict standards they have for populating their investing wish list, why they think the current market environment plays to their strengths, what industries have become more interesting of late, and why they see unrecognized value today in Alkami Technology, Enento Group and Altus Group.
Himayani Puri, First Manhattan Co.
Is heightened near-term concern masking its expanded and more-resilient earnings power?