David Winters discusses issues at The Coca-Cola Company (NYSE:KO) and Berkshire Hathaway Inc. (NYSE:BRK.A) (NYSE:BRK.B) with Kelly Evans on CNBC’s Closing Bell. They also discuss portfolio holdings Canadian Natural Resources Limited (TSE:CNQ), Union Pacific Corporation (NYSE:UNP), Genting Singapore PLC (SGX:G13) (OTCMKTS:GIGNY) and The Swatch Group Ltd. (SWX:UHRN) (OTCMKTS:SWGAY).
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Gates Capital Management's ECF Value Funds have a fantastic track record. The funds (full-name Excess Cash Flow Value Funds), which invest in an event-driven equity and credit strategy, have produced a 12.6% annualised return over the past 26 years. The funds added 7.7% overall in the second half of 2022, outperforming the 3.4% return for Read More
