Graeme Forster, Orbis Investments
Orbis Investments’ Graeme Forster, Alexander Bowles and Michael Heap describe what they consider “bizarre” about today's global investing environment, why they focus so heavily on individual accountability, what they do differently when it comes to fees, and why they're seeing unrecognized value in BMW, Honda Motor, Autohome and Golar LNG.
Pieter Taselaar, Thijs Hovers, Lucerne Capital Management
Pieter Taselaar, Thijs Hovers and Jaap Pannevis of Lucerne Capital Management explain why they think European mid-caps are as inefficiently priced as ever, the "sense of urgency" they're trying to impart on portfolio companies, what they look for in shorts, and why they see upside today in Epiroc, Infrastrutture Wireless Italiane, TKH Group and Bawag.
Why is the market treating this historically standout banking performer as an also-ran?
Betting that the company's long period of dysfunction is firmly in the rear-view mirror.
Talking without knowing; Buffett and overdelivering; How the market is like an excitable dog.
Autohome, Bawag, BMW, Epiroc, Golar LNG, Honda Motor, Infrastrutture Wireless Italiane, Par Technology, Signature Bank, TKH Group
Other Companies in this Issue:
Atlas Copco, Aveva, Bayer, Cellnex, Dassault Systemes, Intertrust, Kikkoman, Mitsubishi Corp., Osterreichische Post, Rolls-Royce, Royal Mail, Sberbank, Victoria, Wereldhave