What's in the Latest Issue?
Old-Fashioned Value
Richard Pzena and Caroline Cai of Pzena Investment Management describe their vetting process for new ideas, a general market dynamic they’re trying to take advantage of, whether Boeing is currently attractive as a turnaround candidate, and what they think the market is missing in Humana, CVS Health, Alibaba and China Overseas Land & Investment.
Taking What the Market Gives
Ashton Capital’s Zeke Ashton explains what he considers to be the most important skills for an investor, how he prepares for market volatility, what two investment-related risks he doesn’t want to take, how his thinking has evolved on portfolio concentration, and why he sees unrecognized value in 4imprint, Nike, Accesso Technology and Central Securities.
Uncovering Value: VTech
Bargain-hunting when a blue-chip market loses its luster.
Uncovering Value: Platinum Group Metals
Focusing on supply over demand to find contrarian upside.
Of Sound Mind
Toward a process for making consistently good decisions.
Investment Highlights
Anglo American Platinum, Impala Platinum, Northam Platinum, Sibanye Stillwater, Sylvania Platinum, VTech, 4imprint Group, Accesso Technology, Alibaba, Central Securities, China Overseas Land, CVS Health, Humana, Nike
Other Companies in this Issue:
Boeing, Burberry, Dollar General, Edison International, General Electric, Lear, Leon’s Furniture, Pason Systems, PayPal, Reckitt Benckiser, Snap-On