March 23, 2005

Inside This Issue


Big Misunderstandings

David Einhorn, Greenlight Capital

Greenlight Capital’s David Einhorn explains how to look for market mispricings, what situations drive Greenlight to activism, and what he thinks the market is missing in Freescale Semiconductor, M.D.C. Holdings, Allied Capital, France’s Renault and Germany’s Lanxess. 

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Adopting Market Orphans

John Lewis, Osmium Partners

John Lewis of San Francisco’s Osmium Partners describes how small-cap investors must truly think like owners, why he prefers company visits requiring at least two plane flights, and why he is particularly interested right now in INVESTools, The Boyds Collection and eDiets.com. 

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Behind the Numbers: LEAPS

Whitney Tilson’s favorite investment theme in years.
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Uncovering Value: Nippon TV

“You don’t see media companies trading at these levels.”
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Of Sound Mind

People just can’t help but invest with emotion.
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Editors’ Letter

Is the imperial CEO dead? Hold the applause for now.
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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.