On this episode of In the Money with Amber Kanwar, GreensKeeper Asset Management founder and value investor Michael McCloskey joins Amber for a masterclass in long-term investing. He explains why value investing means running toward fear, not hype — and how to separate a true bargain from a value trap.
In the mailbag, he weighs in on some of the market’s most misunderstood names: why Google (GOOG) remains his top tech pick, how Visa (V) continues to dominate despite disruption fears, and why Lockheed Martin (LMT) and Elevance Health (ELV) still have room to run despite negative sentiment. He also shares his view on Berkshire Hathaway (BRK.B) post-Buffett, breaks down the case for Intercontinental Exchange (ICE), and explains why Richemont (CFR.SW) still shines despite a cautious Chinese consumer.
For his Pro Picks, McCloskey highlights three high-conviction ideas: Fiserv (FI), a fintech leader with decades of growth; ICON PLC (ICLR), a discounted global clinical trials giant; and Automated Bank Services (SHVA), the “Visa of Israel” with monopoly-like power and pricing potential.
Whether you’re looking for undervalued blue chips or hidden international gems, this episode is packed with insight from a disciplined value investor.
