SA Interview: Running A Best Ideas Fund With Prati Management [Seeking Alpha]
KERING SA UNSP/ADR (PPRUY)
NASDAQ:AMEX Investor Relations:
kering.com/en/finance
Company Research
Source: Seeking Alpha
SummaryPrati Management is run by Richard J. Prati, a seasoned business executive, investor, entrepreneur, philanthropist, and hands-on turnaround specialist, serves as CEO of Prati Management and sits on several boards.Why they have been able to outperform, why value alone is insufficient for an investment and why a number of the ideas in their "bullet-proof portfolio" are takeover targets are topics discussed.Prati Management shares a long thesis on Trinseo and Olin.This article was highlighted for PRO subscribers, 's service for professional investors. Find out how you can get the best content on hereFeature interview:Prati Management:SA:PM:Why would anyone want to buy something that is heavily US centric today? The consumer will be hit much harder than industry. Industrial demand has already been in a recession for the past 2 years due to our tariff trade war. China is recovering. Europe will recover more than the US as consumption is a much smaller portion of GDP. Europe gets hel
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