Artisan Partners’ Bull Case For Samsung

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With stock valuations ranging from fair to high depending on what measure you use, and the risk-on/risk-off trading environment causing stock prices to jump even when fundamentals are unchanged, it’s a difficult time for value investors. David Samra and Dan O’Keefe of Artisan Partners insist that they still ‘want it all’ when looking at a stock (cheap valuation, great management, healthy balance sheet, and a quality business), but there simply aren’t always enough stocks that fit the bill in the current market. Discounts ‘close to the narrowest they’ve ever been’ “We generally become interested when there’s at least 30% upside…

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