What's in the Latest Issue?
Worth the Time
Murray Stahl of Horizon Kinetics describes how his strategy and process drive him toward “less-researched and less frequently trafficked investments,” his current provocative views on China and the Magnificent Seven, why he remains a long-term bull on bitcoin, and what he thinks the market is missing in PrairieSky, Mesabi Trust, CACI, and Urbana Corp.
Lying in Wait
Atlantic Investment Management’s Alex Roepers, Kristian Gevert, Andrew Black and Daniel Griffith explain why they strictly narrow their opportunity set, how they scale in and out of positions, why they decided to stop shorting, and what they think the market is missing today in Wesco International, Rexel, Eastman Chemical, Aker Solutions and Niterra.
Uncovering Value: AstraZeneca
Betting that a unique R&D powerhouse can continue to turn innovation into investor upside.
A Fresh Look: Thermo Fisher Scientific
Assessing whether an uneven return to "normalcy" signals more opportunity or more risk.
How to offset, as Warren Buffett puts it, "the many mediocre decisions that are inevitable."
AstraZeneca, Thermo Fisher Scientific, Aker Solutions, CACI International, Eastman Chemical, Mesabi Trust, Niterra, PrairieSky Royalty, Rexel, Urbana, Wesco International
Other Companies in this Issue:
Boeing, Eagle Materials, Grayscale Bitcoin Trust, MTU Aero Engines, Nvidia, Ralph Lauren, Rheinmetall, Schlumberger, Subsea 7, Weatherford