activism

Last year, L1 Capital invested in a little-known fuel retailer out of New Zealand. At the time, the team thought the company was undervalued and boasted high-quality...

It was Nobel prize laureate Harry Markowitz who famously posited that the "only free lunch in investing is diversification". By this, he meant that diversification...

Where there’s smoke, there’s usually fire, so in this episode the panel focus on four stocks that are feeling the heat right now. Activists, short sellers and industry...