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November 26, 2008 |
Featured Investors: Charles de Vaulx, Charles de Lardemelle, International Value Advisers; Francisco Parames, Bestinver Asset Management; Whitney Tilson, Glenn Tongue, T2 Partners
Featured Investments: Alba, Berkshire Hathaway, BMW, Cintas, Cofide, Esprinet, Fresnillo, International Speedway, Repsol, Temp Holdings |
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| INVESTOR INSIGHT |
| Charles de Lardemelle, Charles de Vaulx |
| Global investing experts explain why they focus on worst-case scenarios, how they define "good" and "bad" cyclicals, key lessons they learned from Jean-Marie Eveillard, and why they think International Speedway, Cintas, Fresnillo and Temp Holdings are mispriced. |
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| INVESTOR INSIGHT |
| Francisco Garcia Parames |
| European value-investing superstar describes how he values beaten-down cyclicals, why he doesn’t invest too far from home, the "two layers of undervaluation" he sees in holding companies, and where he finds big upside in BMW, Repsol, Alba, Cofide and Esprinet. |
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| UNCOVERING VALUE |
| The largest holdings of superstar investors have not been immune to the market crisis – making them worthy of particular attention in advance of the storm passing. |
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| ANALYSIS |
| A textbook case of "certifiably crazy" market behavior creating a wonderful buying opportunity in Berkshire Hathaway. |
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| OF SOUND MIND |
| The power of envy to motivate behavior can produce mildly beneficial results ... as well as downright calamity. |
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| OTHER COMPANIES IN THIS ISSUE |
| Acerinox, ACS, America Movil, American Tower, Atlas America, Berkshire Hathaway, Copart, EnCana, Ibersol, L’Espresso, Liberty Media Interactive, Motorola, News Corp., Panalpina, Rowan, Sogefi, Smurfit Kappa, Total, Transocean, Wells Fargo, Wendel |
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