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December 22, 2006 |
Featured Investors: Lee Ainslie, Maverick Capital; Robert Jaffe, Force Capital
Featured Investments: Accor, Cabot Corp., Circuit City, Cognizant Technology, Copart, Lamar Advertising, NHN Corp., Norfolk Southern |
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| INVESTOR INSIGHT |
| Lee Ainslie |
| Hedge-fund superstar explains why rationality will return to equity markets, why he's never had a down year, the reasons behind his "Sheet of Shame," and what he thinks the market is missing in Accor, Circuit City, Cognizant and NHN. |
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| INVESTOR INSIGHT |
| Robert Jaffe |
| Long-term-value hunter describes why others' incremental thinking provides opportunity, the value he finds in "alternative" real estate, what he learned from SAC's Steve Cohen and the big upside he sees in Lamar Advertising, Cabot, Copart and Norfolk Southern. |
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| UNCOVERING RISK |
| If you're tempted by the low valuations and high yields of sub-prime residential real estate lenders, read this first. |
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| A FRESH LOOK |
| The portfolio we made last year using Joel Greenblatt's "magic formula" has done quite well. Here's a new one. |
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| EDITORS' LETTER |
| Here are some of the more important things to look for when on the prowl for the "next Warren Buffett." |
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| OTHER COMPANIES IN ISSUE |
| Accenture, Accredited Home, Boston Scientific, Corrections Corp., Fieldstone, Freeport-McMoRan, Fremont General, Gap, Infosys, Marathon Oil, McKesson, Motorola, National Semiconductor, New Century, NovaStar, Nucor, Quest Diagnostics, Sears, Southern Copper, Teck Cominco, UnitedHealth, Wipro |
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