September 28, 2005

Inside This Issue


Paranoia as a Virtue

Robert Olstein, Olstein & Associates

Robert Olstein of Olstein & Associates describes why he almost never speaks with management, why the overall quality of financial disclosure is only temporarily better and how he thinks the market is underestimating Playtex, Del Monte Foods and Jo-Ann Stores. 

Read More


Casting Her Own Shadow

Lisa Rapuano, Matador Capital Management

Lisa Rapuano of Matador Capital Management describes the most important lesson she learned from Bill Miller, the “three layers” of an ideal investment’s return, what she thinks Time Warner should do with AOL, and why Symantec, BearingPoint, Activision and Sprint Nextel are undervalued. 

Read More


Uncovering Value: Quantum

The market thinking time has passed a company by – before it has – can spell opportunity.
Read More

Behind the Numbers

Reacting to big price moves is often important – and difficult.
Read More

Of Sound Mind: The Bubble

What were we possibly thinking during the Internet bubble?
Read More

Editors’ Letter

We say “Hang ‘em high.”
Read More

Register to View Our Free Sample Content

 


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.