What's in the Latest Issue?
Balancing Act
Bryant VanCronkhite and Shane Zweck of Allspring Global Investments describe why they spend more time on balance sheets than they do income statements, why they believe the market is more mispriced than it's been in a decade, why they're quicker to admit mistakes, and why they see unrecognized value in Rocket, Home Depot, Qnity, Deere and CBRE.
Increasing Relevance
Parnassus Investments’ Krishna Chintalapalli and Mark Zagata explain one wrong lesson investors focused on business quality may have learned, why they consider AI "a value story as much as it is a growth story," what they do that computers will find hard to replicate, and what they think the market is missing in Citigroup, Visa, Cummins and Coca-Cola.
Uncovering Value: Navios
A specific bargain-priced stock in a generally pricey market.
Uncovering Value: Toast
When a software high-flyer comes back down to earth.
Fresh Look: Advance Auto
Is this perpetually disappointing turnaround story actually starting to gain some traction?
Investment Highlights
Advance Auto, Navios, Toast, CBRE Group, Citigroup, Coca-Cola, Cummins, Deere, Home Depot, Qnity Electronics, Rocket, Visa
Other Companies in this Issue:
Accenture, Airbnb, Boston Scientific, Brookfield Renewable, Canadian Pacific Kansas City, Capital One, CBRE, D.R. Horton, Deere, Entegris, Mondelez, Novo Nordisk, Taiwan Semiconductor, Waste Management, Yum China