August 29, 2005

Inside This Issue


Omaha’s Other Oracle

Wally Weitz, Wallace R. Weitz & Co.

Wally Weitz of Omaha’s Wallace R. Weitz & Co. explains why he’s perfectly content with a narrow circle of competence, why he’s hesitant to buy increasingly cheap big-name media stocks and why he sees significant value in Countrywide Financial, Redwood Trust and Cabela’s. 

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Playing the Odds

Bryan Jacoboski, Abingdon Capital Management

Bryan Jacoboski of McLean, Virginia’s Abingdon Capital Management describes what catches his eye to indicate potential opportunity, why typical valuation measures are becoming less relevant, how he resists common investing mistakes of human nature, and why he thinks the market is wrong about Yellow Roadway, News Corp., Takeda Pharmaceutical and Albertsons. 

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Uncovering Value

Identifying the most-favored investments of the industry’s best money managers.
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Of Sound Mind: Hindsight

Learning from mistakes is key to successful investing. Why is that much easier said than done?
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Editors’ Letter

In a world awash in capital, investment success requires more creativity than ever.
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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. 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.