Topic Archives: Marcato Capital

I spent the day on Tuesday at the Delivering Alpha conference, which is hosted by CNBC and Institutional Investor — it’s not the kind of confab that includes “secret” or special ideas that you can’t hear about elsewhere (it’s hosted by CNBC, after all, and they broadcast from the conference all day), but it’s an […]

Mick Mcguire’s title is “Don’t buy this Recovery,” but he started out by profiling a company that is a pure play on North American construction — but it’s commercial and industrial construction, not residential. There has not yet been much recovery in commercial construction, but he thinks it’s about to begin. His pick is United […]


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