Tectonic Shift

Few investors know the Byzantine world of European holding companies as well as Evermore Global Advisors’ David Marcus. Marcus has been working in the space since the 1990’s, and has developed methods for separating signal from noise in a landscape where familial allegiances, outdated corporate practices, and political lethargy can often create both confusion and value opportunities. In our interview with Marcus, he gives two names that offer according to his analysis intriguing risk-reward: a French conglomerate with a storied history and a visionary leader and a young German company with razor-keen eyesight for deals.

Despite all the tears and tearing out of hair, the U.S. presidential election failed to dent the markets as predicted. After a severe tremor on election night, U.S. equities have continued their roaring bull run. The post-Trump rally only points out …

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