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March 23, 2005 |
Featured Investors: David Einhorn, Greenlight Capital; John Lewis, Osmium Partners; Whitney Tilson, T2 Partners; Peter Kinney, Acacia Capital; Seth Klarman, Baupost Group
Featured Investments: Allied Capital, The Boyds Collection, eDiets.com, Freescale Semiconductor, INVESTools, LEAPS, Lanxess, M.D.C. Holdings, Nippon Television, Renault |
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| INVESTOR INSIGHT |
| David Einhorn, Greenlight Capital |
Greenlight Capital's David Einhorn explains how to
look for market mispricings, what situations drive
Greenlight to activism, and what he thinks the market
is missing in Freescale, M.D.C., Allied Capital, Renault and Lanxess. |
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| INVESTOR INSIGHT |
| John Lewis, Osmium Partners |
| John Lewis of Osmium Partners describes how small-cap investors must think like owners, why he prefers company visits requiring two plane flights, and why he's interested in INVESTools, The Boyds Collection and eDiets.com. |
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| BEHIND THE NUMBERS |
| Why buying long-dated calls on certain big-cap stocks is one of Co-Editor Whitney Tilson's favorite investment themes in years. |
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| OF SOUND MIND |
| Seth Klarman asks whether securities mispricings – and the ability to profit from them – would disappear if everyone was a securities analyst. |
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| EDITORS' LETTER |
| On the reputed death of the imperial CEO; The value of straight talk; Laws of investing nature |
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| UNCOVERING VALUE |
| Content-rich media companies generally aren't bargain-priced, which is why Japan's Nippon TV is worth such a close look. |
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| OTHER COMPANIES IN ISSUE |
| Anheuser-Busch, Bayer, Berkshire Hathaway, Freddie Mac, Heartland Advisors, iVillage, KKR, Motorola, New Century Financial, Nissan, STMicro, Tesco, Yahoo |
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