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 example, we can give one. There’s a there’s an interesting one right now in Italy, actually an Italian cement company called Buzzi Unicem and that company, the company itself, I think…
Bonhoeffer’s Keith Smith: Compound mispricing opportunities and mischaracterized businesses
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