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Sample Issue |
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| INVESTOR INSIGHT |
| Jeffrey Smith |
| Rising star describes where he spends most his research time, how he assesses if an activist "path" is open, how he hedges risk, and why he sees untapped value in Office Depot, Progress Software, Regis and Wausau Paper. |
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| INVESTOR INSIGHT |
| Don Noone and James Vanasek |
| Micro-cap value hunters explain how they unearth ideas, the virtue they see in inactivity, an important lesson learned about management, and why they see upside in AirBoss, Ceres Global, Breeze-Eastern and Big Rock Brewery. |
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| Strategy: Bestinver |
| How one of Europe's foremost value investors is navigating today's precarious environment. |
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| UNCOVERING VALUE: Bulldog |
| What happens when a venerable activist investor takes over the reins of one of its targets. |
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| EDITORS' LETTER |
| On investors' preference for bonds over equities; A timely parable from Warren Buffett. |
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| OTHER COMPANIES IN THIS ISSUE |
| Acerinox, AOL, Escalade, Fiat, Fiat Industrial, Firsthand Technology Value, Imperial Holdings, Industrias Bachoco, Integrated Device Technology, Myrexis, Schindler, SGS, Ship Finance, SurModics, Thales, Yungtay Engineering |
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See What You've
Been Missing |
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| Review each issue's Table of Contents to see the range of investing ideas and wisdom available in Value Investor Insight: |
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