|
|
 |
 |
|
July 31, 2007 |
Featured Investors: Jeffrey Tannenbaum, Fir Tree Partners; Michael McConnell, Shamrock Capital Advisors; Brian Massey, Roxbury Capital Management; Jeremy Perler, Center for Financial Research & Analysis
Featured Investments: Encore Acquisition, Hana Financial, Horton (D.R.), KKR Financial, Magellan Health, Modine Manufacturing, NuCo2, Rezidor Hotel Group, Transaction Network Services |
|
 |
|
| INVESTOR INSIGHT |
| Jeffrey Tannenbaum |
| Eclectic value hunter describes an opportunity he's found in energy, where the world's cheapest banks are, lessons learned from Jerome Kohlberg, and the upside he sees in Rezidor, KKR Financial, Encore Acquisition and Hana Financial. |
|
|
|
 |
|
| INVESTOR INSIGHT |
| Michael McConnell |
| Activist investor explains what corporate boards often get wrong, why activist investing works, the most fertile ground for ideas, and what he thinks the market is missing in NuCo2, Transaction Network Services, Modine and Magellan Health. |
|
|
|
| UNCOVERING VALUE |
| Has the "point of maximum uncertainty" in the housing industry made this market leader's shares attractive? |
|
|
| UNCOVERING RISK |
| How interpreting a widely-followed metric for retailers and restaurants isn’t as easy as it should be.
|
|
|
|
|
|
|
| EDITORS' LETTER |
| Responding to market turmoil; Wisdom from Charlie Munger's Wesco annual meeting. |
|
|
| OTHER COMPANIES IN THIS ISSUE |
| Brinker International, CEC Entertainment, Chemed, CKE Restaurants, Coinstar, Conseco, Jack in the Box, Krispy Kreme Doughnuts, Panera Bread, Papa John's, Plains Exploration & Production, Realogy, Reddy Ice, Sallie Mae, Starbucks, Wendy's, Wesco Financial |
|
|
|
|
|
|
|
|
|
|
