Head of Strategy,
Matthew Castel is general partner and head of strategy at Logos LP, a closely held investment firm. He has diverse legal and business experience encompassing a high-growth enterprise technology company, international legal firms, and government.
What was particularly exciting about this year's March technology selloff was the opportunity to evaluate smaller capitalization stocks set to benefit from significant structural changes in the economy trading at more reasonable prices, notes Matthew Castel, money manager and value investor with the Toronto-based Logos LP.
We look for businesses that possess superior economics or "high moats" and thus are expanding value; here are two that stand out as new ideas for 2020, notes money manager Matthew Castel, value-oriented money manager with Logos, LP.
We are currently in the middle of deflationary period for many once popular software stocks which began in late July and early August and certain names have dropped anywhere from 40-60% in a matter of months, notes Matthew Castel, money manager and editor of Logos LP Blog.
Grupo Aeroportuario del Sureste SAB de CV ADR (ASR) was hit hard in 2017 and presents an interesting opportunity, suggests money manager Matthew Castel, editor of Logos LP Blog.