Bonhoeffer’s Keith Smith: Compound mispricing opportunities and mischaracterized businesses – ValueWalk Premium
Compound mispricing opportunities and mischaracterized businesses

Bonhoeffer’s Keith Smith: Compound mispricing opportunities and mischaracterized businesses

ValueWalk's Raul Pangabiban inteviews Keith Smith, the Portfolio Manager at Bonhoeffer Capital Management. In this part, Keith discusses compound mispricing opportunities, mischaracterized businesses, Korea, Philippines, Hong Kong, and South Africa.

Q3 2019 hedge fund letters, conferences and more

All right. Yeah. And then getting back to the compound mispricing. Can you give another example of those kind of opportunities?

Yeah, yeah. So I mean, so there is the for . . .

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