Lauren Taylor Wolfe, co-founder and managing partner at Impactive Capital, said payments company Wex (NYSE:WEX) can boost its value with better management.
She presented her idea on Wednesday at the Sohn Investment Conference in New York for charity. Impactive earlier this month announced its intention to vote again three directors at the annual meeting.
William Heard, chief executive and chief investment officer at Heard Capital, recommends buying shares of Adobe (NASDAQ:ADBE). The software company is poised to win as content creators adopt artificial intelligence, he said.
John Yetimoglu, chief investment officer at Infinitum Asset Management, recommends shares of Southeast Asian tech company Sea Limited (NYSE:SE). The company owns Shopee, which has 55% market share in the region's e-commerce market. Sea shares have 30% upside this year, he added. Sea shares rose 5% on Wednesday.
David Rosen, founder of Rubric Capital, recommends buying shares of media company Canal+