The Wall Street Transcript

Global Contrarian Fund Turns from Tech to Healthcare and Consumer

Grandeur Peak Global Advisors' Robert Gardiner and Dane Nielson break down their bottom-up investment approach, global small-cap opportunities, and the value-driven strategy behind the Grandeur Peak ...
The Wall Street Transcript

Value Investor Targets Great Businesses Punished by AI Fears

C.T. Fitzpatrick, CIO and CEO of Vulcan Value Partners, explains how AI-driven market hype is creating mispriced opportunities in high-quality, value-stable businesses. He highlights holdings like SAP ...
The Wall Street Transcript

Buying on Market Overreactions: SS&C, Equifax and Cigna

In an interview with The Wall Street Transcript, Brandes Investment Partners' Brent Fredberg explains the firm's long-term value strategy, key holdings like SS&C Technologies, Equifax, and Cigna, and ...
The Wall Street Transcript

Lennar and KKR: Quality Businesses Trading at Attractive Valuations

Larry Pitkowsky and Artie Kwok of GoodHaven Capital Management discuss portfolio concentration, capitalizing on market volatility, and stock picks like LEN and KKR.
The Wall Street Transcript

Abercrombie & Fitch and Twin Disc Offer Growth at Attractive Valuations

Allspring Senior Portfolio Manager Gustaf Little breaks down why small-cap value is offering its most compelling opportunity in years. Read his insights on market volatility, M&A activity, and top ...
The Wall Street Transcript

Dick’s, Intuit and Capital One Offer Value After Pullbacks

John Buckingham shares insights on value investing, navigating market volatility, and identifying underpriced stock ...
The Wall Street Transcript

Beaten Down Valuations Create Buying Opportunities in U.S. Healthcare

Brown Advisory’s Nick Kirrage discusses the firm’s Global and International Value strategies. He outlines how combining behavioral science, modern data, and strict risk management helps identify ...
The Wall Street Transcript

Investing Strategies: Value

Value Investor Targets Great Businesses Punished by AI Fears C.T. Fitzpatrick ...
The Wall Street Transcript

Value Strategy Plays Defense with “Win by Not Losing” Approach

Thomas Hiester, CFA, Portfolio Manager at SKBA Capital Management, discusses active value investing, downside protection, and the firm’s proprietary Relative Dividend Yield (RDY) framework. He ...
The Wall Street Transcript

Sustainability Fund Favors Industrials Supporting Critical Infrastructure

Bruce Kahn, Ph.D., is a Portfolio Manager at Shelton Capital Management. He has been the lead portfolio manager of the Shelton Sustainability Fund since October 2022, and has nearly two decades of ...
The Wall Street Transcript

Interview the Chairman and CEO: Momentus Inc. (NASDAQ:MNTS)

John C. Rood is Chief Executive Officer and Chairman of Momentus Inc., a U.S. commercial space company that offers in-space infrastructure services, including in-space transportation, hosted payloads ...
The Wall Street Transcript

Lightwave Logic (NASDAQ:LWLG) Surges on Tower Semiconductor Partnership to Scale AI-Ready Polymers

For long-time observers of the company, today’s news is the culmination of a vision first detailed years ago. In our 2015 interview with then-CEO Thomas Zelibor, he described the company’s goal to ...