Larry Robbins' Latest Stock Picks To Protect Your Portfolio
By Vatalyst:
Larry Robbins founded Glenview Capital Management in 2000, and it currently has around $7 billion under management, which is split between the Glenview Funds, a short fund, and Little Arbor Funds, a multi-strategy fund. He is well known for making concentrated bets on large cap stocks and for taking an active approach to many of his larger investments demanding operational, balance sheet and management changes that will hopefully unlock further shareholder value. When looking for an investment he focuses on identifying good businesses with low valuations and excess capital, which he believes can succeed regardless of the economic environment. In this article I will analyze five recent stock picks by Larry Robbins to determine whether they represent solid investment opportunities that will continue to grow in value despite the ongoing economic and market volatility. SEE, LH and BMC are buys while LBTYA and HCA should be avoided.
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