October 28, 2005

Inside This Issue


Jack of All Trades

Larry Robbins, Glenview Capital Management

Larry Robbins of Glenview Capital Management explains why 2006 will be the year of the activist investor, why he’s willing to trade around core holdings, why he sees great value in First Data, McKesson and American Tower and why he’s short UST, John H. Harland and Research In Motion. 

Read More


The Inside Story

Thomas Brown, Second Curve Capital

Tom Brown of Second Curve Capital describes how he overcomes the “black-box” nature of financialservices investing, why bigger-is-better strategies at Citigroup and Bank of America are flawed and what he thinks the market is missing in First Marblehead, Capital One, Portfolio Recovery Associates, First Acceptance and Commerce Bancorp. 

Read More


Uncovering Value: Keynote

It’s just another overpriced Internet company – until you take a look at the balance sheet.
Read More

Of Sound Mind: Creativity

Is successful investing more about inspiration or perspiration?
Read More

Editors’ Letter

On paying up for growth.
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.