Alex Roepers: Where Could Value Investors Find The Best “Candies” To Invest In 2020?

Here’s a great interview with Alex Roepers, Founder of Atlantic Investment Management. During the International Value Investing Conference in Luxembourg Alex discusses:

• At 03:48 he explains, why he thinks Europe is currently a candy story
• At 05:44 we talk about Alex Roepers’s view on Japan
• At 07:30 we talk about the changing use of cash in Japan
• At 09:08 Alex explains his view on ETFs
• At 10:26 Alex Roepers gives an overview about his white paper “Putting Things into Perspective: Compelling Value Opportunities in a Growth Market”
• At 18:54 we talk about the risk of disruptions for “classical value stocks”
• At 20:53 we end the interview with a dive into the three main holdings of Atlantic Investment Management – Owens Illinois, Timken and Eastman and learn how they make sure, their moat is not disrupted.

You can watch the entire interview here:

(Source: YouTube)