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June 30, 2018

Inside the Current Issue


Select Opportunty

Pat English, Jonathan Bloom, Fiduciary Management

Pat English and Jonathan Bloom of Fiduciary Management describe how they try to avoid getting bogged down in unproductive research, what they look for in a prototypical CEO, how they took their strategy global, what they’ve learned about doubling down, and why they see mispriced value in Whitbread, Merlin Entertainments, Amorepacific and Safran.

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Plenty of Headroom

Randy Pearce, Brad Barth, Grandeur Peak Global Investors

Grandeur Peak Global Advisors’ Randy Pearce, Brad Barth and Keefer Babbitt explain why they have about as broad a geographic reach as investors can have, what they look for when doing field research, how they compare companies in diverse markets, and why they think First Republic, Ritchie Bros., Nihon M&A and Aalberts Industries are mispriced.

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Uncovering Value: Lennar

Myopic investors still miss the point on U.S. homebuilders like this one, says Ed Wachenheim.
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Uncovering Value: Seritage

Why the company's ties to Sears Holdings may not be as ominous as they initially appear.
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Editor's Letter

Diffusing value investors' reliance on "dumb humans."
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Who's Behind VII?

John Heins, Co-Founder, Editor-in-Chief
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John Heins co-founded Value Investor Media, Inc. in 2004 and since then has served as its President and as the Editor-in-Chief of Value Investor Insight and SuperInvestor Insight. In 2016, he took on an additional role as the C.T. Fitzpatrick Professor of Value Investing at the University of Alabama.



 

Whitney Tilson, Co-Founder
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Whitney Tilson is the co-founder and Chairman of Value Investor Media, Inc. and the founder of Kase Learning, which hosts investing seminars, bootcamps and conferences. Prior to founding Kase Learning, for nearly 18 years he ran Kase Capital Management, which managed value-oriented hedge funds and mutual funds.