July 29, 2005

Inside This Issue


Smarter Than The Average Bear

James Chanos, Kynikos Associates

Jim Chanos of New York’s Kynikos Associates describes where he’s most likely to find short opportunities, why he’s negative on the cable- and satellite-TV industries and why he thinks Fairfax Financial, Eastman Kodak and Martha Stewart Living are significantly overpriced. 

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Gumshoe Investing

Kian Ghazi, Hawkshaw Capital Management

Kian Ghazi of New York-based Hawkshaw Capital Management explains how he develops an information “edge” in his investing, how he distinguishes between a value opportunity and a value trap, and why he sees opportunity others don’t in Learning Tree International, AnnTaylor Stores and Sharper Image. 

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Uncovering Value: Microsoft

Microsoft = Value? Whitney Tilson's latest purchase.
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Behind the Numbers

As hotel shares hit new highs, upside in a laggard.
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Of Sound Mind: On the News

Does 24/7 market information make you a better investor?
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Editors’ Letter

Lessons from “10 Stocks To Last The Decade.”
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Who's Behind VII?

John Heins, Co-Founder, Editor-in-Chief
Project Image

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. In 2016 he took on an additional role as a Professor of Value Investing at the University of Alabama and is now the Director of the university's C.T. and Kelley Fitzpatrick Center for Value Investing.