Keith Ashworth-Lord, Sanford DeLand Asset Management
Keith Ashworth-Lord of the U.K.’s Sanford DeLand Asset Management describes what investing like Warren Buffett means to him, what he expects from Brexit over time, why he avoids “chopping and changing” his portfolio, what he thinks Buffett’s next great trade might be, and why he’s high on RM Plc, Rollins, RWS Holdings and Games Workshop.
David Shapiro, Evan Vanderveer, Vanshap Capital
Vanshap Capital’s David Shapiro and Evan Vanderveer explain why they exclusively target capital-constrained markets, how they try to differentiate their due-diligence process, what they learned from their most-painful investing mistake, and why they see significantly underpriced value in Hoteles City Express, Pinfra, TBC Bank and Glenveagh Properties.
Are problems around Boeing's 737 MAX making this stock cheaper than it should be?
When growth investors head for the exits, value investors often come in to have a look around.
On the challenges involved in abandoning long-held beliefs; "Nobody likes a know-it-all."
Games Workshop, Glenveagh Properties, Hoteles City Express, Pinfra, RM Plc, Rollins, RWS Holdings, Safran, TBC Bank, Zagg
Other Companies in this Issue:
Berkshire Hathaway, Cairn Homes, Diageo, Dignity, Direcional Engenharia, Experian, Georgia Capital, Microsoft, Navigator Holdings, Provident Financial, Rotork, Swick Mining