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September 29, 2016 |
Featured Investors: Jason Karp, Tourbillon Capital Partners; Mark Meulenberg, VNB Wealth Management; Abhay Deshpande, Centerstone Investors; Sean Stannard-Stockton, Ensemble Capital; Michael Mauboussin, Credit Suisse
Featured Investments: Dish Network, Eastman Kodak, Emerson Electric, Leidos, Liberty Global, Liberty LiLAC, Liberty SiriusXM, Sensata Technologies, SunOpta |
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| INVESTOR INSIGHT |
| Jason Karp |
| Rising hedge-fund star describes how he combines quantitative with qualitative, a demographic theme he finds compelling, what his Fear-and-Euphoria index is saying, and why he believes Dish Network, SunOpta and Leidos are mispriced. |
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| INVESTOR INSIGHT |
| Mark Meulenberg |
| Eclectic value hunter explains why he plays across the risk spectrum, which personal trait he considers key to success, and why he sees unrecognized value in Liberty Global, Liberty LiLAC, Liberty SiriusXM and Eastman Kodak. |
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| UNCOVERING VALUE |
| Industrial-equipment suppliers are boring the market to tears. Is the malaise unwarranted with Emerson Electric? |
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| UNCOVERING VALUE |
| Auto-supply firms can repel quality-conscious investors. Sensata Technologies may be worth a closer look. |
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| EDITORS' LETTER |
| A thoughtful student of investing reflects on the skills and mindset required to be successful at it. |
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| OTHER COMPANIES IN THIS ISSUE |
| Alphabet, Amazon, Broadcom, CarMax, Christopher & Banks, Coca-Cola, Ctrip.com, Discovery Communications, Gencor Industries, General Mills, Rosetta Stone, Tailored Brands |
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