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May 31, 2017 |
Featured Investors: Bill Nygren, Win Murray, Oakmark Funds; Donald Porter, DGHM & Co.; Scott Miller, Greenhaven Road Capital; Jennifer Wallace, Summit Street Capital; Howard Marks, Oaktree Capital
Featured Investments: Alphabet, CBRE Group, General Electric, Harley-Davidson, HNI Corp., Huttig Building Products, Marcus, Scripps, Transcat, Yatra Online |
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| INVESTOR INSIGHT |
| Bill Nygren |
| Value superstar describes how the best-known companies get mispriced, bargain hunting in a sector he dislikes, when he avoids excess conservatism, and why he thinks Alphabet, General Electric, Harley-Davidson and CBRE are mispriced. |
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| INVESTOR INSIGHT |
| Donald Porter |
| Micro-cap bargain hunter explains his team approach to unearthing gems, how he heeds benchmarks without mimicking them, how he handicaps political turmoil, and why he sees value in HNI, Marcus, Huttig and Transcat. |
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| UNCOVERING VALUE |
| Is Yatra Online a second chance for investors who missed the boat on to-the-moon U.S. Internet stocks? |
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| EDITOR'S LETTER |
| What Oaktree Capital's Howard Marks means when he says to "move forward, but with caution." |
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| A FRESH LOOK |
| Reassessing one of the standout performers in a high-profile and under-disruption media industry. |
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| OTHER COMPANIES IN THIS ISSUE |
| Apache, Apple, Baxter International, Chesapeake Energy, Ctrip.com, GrubHub, HCA Holdings, ICF International, Liberty Interactive QVC, MakeMyTrip, Medtronic, MGM Resorts, On Assignment, Sterling Construction |
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