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What's in the Latest Issue?

Investor Insight: Christopher Smith

Investing behind big global themes and finding resulting opportunity in such names as Williams, Rockwell Automation, Caterpillar and Taiwan Semiconductor.


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Investor Insight: Apis Capital

Looking across global industries for insight and ideas that today include Garrett Motion, AlzChem, Osaka Soda, SNT Dynamics, Harmonic Drive Systems and C3.ai.


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Strategy: Shorting

An expert's insights on betting against stocks in a market with seemingly plenty of relevant opportunities.


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Uncovering Value: Bright Horizons

Handicapping a business mix shift working in the company's favor.


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Uncovering Value: TrueBlue

Seeing multiple ways to win in a company that is acting as if it has grown accustomed to losing.


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Investment Highlights
Alzchem, Aptargroup, Bright Horizons, C3.ai, Caterpillar, Douglas Emmett, Garrett Motion, Gladstone Land, Harmonic Drive Systems, Interparfums, Osaka Soda, Rockwell Automation, SNT Dynamics, Taiwan Semiconductor, TrueBlue, Williams
Other Companies in this Issue:
Constellation Energy, DPC Dash, EmployBridge, Epiroc, FLSmidth, GE Aerospace, IonQ, KinderCare, Motorola Solutions, Netflix, Puig Brands, Quantum Computing, Rigetti Computing, Siemens Energy, TransDigm, Vistra, Weir Group, Zoetis