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April 30, 2018

Featured Investors: Clyde McGregor, Colin Hudson, Oakmark Funds; Cullen Thompson, Bienville Capital; Connor Browne, Thornburg Investments; Scott Hood, First Wilshire Securities; Jim Roumell, Roumell Asset Management

Featured Investments: Alkermes, Al Rajhi, Azul, Cameco, Carlisle, Gek Terna, General Motors, Howard Hughes Corp., Lear, Northwest Pipe
INVESTOR INSIGHT
Clyde McGregor, Colin Hudson
Value experts describe how they deliver on a no-big-surprises mandate, the implications if interest rates don't mean-revert, and why they sees unrecognized value in GM, Lear, Carlisle and Howard Hughes.
INVESTOR INSIGHT
Cullen Thompson
Rising star explains where he looks for "extreme inefficiency," what makes a theme investable, and why he sees upside in Greece's Gek Terna, Saudi Arabiaís Al Rajhi, Brazilís Azul and uranium producer Cameco.
A FRESH LOOK
While the shares of Alkermes continue to gyrate, how best to distinguish signal from noise?
EDITOR'S LETTER
Remembering Third Avenue's Marty Whitman; A thoughtful reminder from Jeff Bezos.
UNCOVERING VALUE
An infrastructure play with upside even if its end-market's "scary" problem isn't really addressed.
OTHER COMPANIES IN THIS ISSUE
Adecoagro, AIG, Alpha Bank, Alphabet, Eurobank, Flowserve, Foot Locker, General Electric, LivaNova, Loma Negra, National Bank of Greece, Netflix, Pireaus Bank, Regeneron
Issue Archive
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