These are my notes and instant reactions from a presentation at the Value Investing Congress, the notes below might contain errors, paraphrases, incorrect quotes, or misinterpretations. Alexander Roepers, of Atlantic Investment Management, presents at most of the NY Value Investing Congresses, and to my mind he is, frankly, one of the more consistent and successful […]
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Alex Roepers speaks at most of the Value Investing Congress events, and he has often shared excellent ideas of (mostly) larger industrial stocks which can benefit from what he calls “constructive shareholder activism” … he’s planning to share five new investment ideas, but started with “insights from 25 years.” He is a concentrated investor, typically […]
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