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November 30, 2006 |
Featured Investors: Leon Cooperman, Omega Advisors; Charles Akre, Akre Capital; Julian Robertson, Tiger Management
Featured Investments: 3M Company, 99 Cents Only Stores, American Tower, Corning, Markel, Omnicare, O’Reilly Automotive, Penn National Gaming, Transocean |
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| INVESTOR INSIGHT |
| Leon Cooperman |
| Venerable hedge-fund manager describes how the market misprices growth, why energy is attractive, the worst part of managing money and why he sees value in Corning, 3M, Omnicare and Transocean. |
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| INVESTOR INSIGHT |
| Charles Akre |
| Market-trouncing manager explains his search for "compounding machines," why he concentrates his bets, and what he thinks the market is missing in Penn National, Markel, American Tower, 99 Cents Only Stores and O'Reilly Automotive. |
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| A FRESH LOOK |
| His investing touch appeared to be gone when hedge-fund titan Julian Robertson of Tiger Management closed up shop. It wasn't. |
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| INTERVIEW |
| Legendary investor Julian Robertson reflects on his evolving concept of value, building a great team, "retirement," and what he makes of today's market. |
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| EDITORS' LETTER |
| Why is it, after all, that everyone isn't a value investor?; Special offer from SuperInvestor Insight |
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| OTHER COMPANIES IN ISSUE |
| AmeriCredit, Bed Bath & Beyond, Berkshire Hathaway, CarMax, China Shenhua Energy, Cisco, Citigroup, Consol Energy, Crown Castle, CSK Auto, Gazprom, Lukoil, Microsoft, Mirant, Mohawk Industries, News Corp., Oracle, Royal Dutch Shell, Ryanair, Time Warner, UnitedHealth, Wal-Mart |
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