December 30, 2005

Inside This Issue


Looking For Trouble

Peter Langerman, Mutual Series

CEO Peter Langerman and Chief Investment Officer Michael Embler of Franklin Templeton’s Mutual Series describe which distressed market sector most appeals to them, why they can’t imagine being anything but activist investors and what they believe the market is missing in Temple-Inland, Fortis, Schindler Holding, NTL Inc. and News Corp. 

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Dream Themes

Shawn Kravetz, Esplanade Capital LLC

Shawn Kravetz of Boston’s Esplanade Capital LLC describes the broad themes that support many of his best ideas, why he seeks rather than shuns volatility and why he thinks Harrah’s, Kerzner International, MarineMax and Big Dog Holdings will surprise the market. 

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Uncovering Value: InfoSpace

Once bitten, is the market now too shy about this one-time paragon of Internet excess?
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Of Sound Mind

The gravitational pull on stock prices and company performance plays to the value investor’s hand.
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Editors’ Letter

It’s time to start paying attention to executive compensation.
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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.