January 31, 2006

Inside This Issue


Carrying a Big Stick

Jeffrey Ubben, ValueAct Capital

Jeffrey Ubben of San Franciso’s ValueAct Capital explains the two most important things he learned from Peter Lynch, why technology companies are ripe targets for activism, what leads him to pick a fight with management and why he sees great value in Reynolds and Reynolds, Catalina Marketing, Williams Scotsman, Gartner Group and Seitel. 

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Navigating the Turns

David Eigen, Post Road Capital Management

David Eigen of Post Road Capital Management describes how vice and scandal create investment opportunity, where he’s finding his best short ideas and what he thinks the market is missing in Molson Coors, Spectrum Brands, Marsh & McLennan and Neteller. 

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Of Sound Mind

In addressing uncertainty, investors often fixate on only one possible outcome. That’s a bad idea.
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Behind the Numbers

Why Whitney Tilson believes there’s value in betting on the downside – and where he’s doing so.
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Editors’ Letter

Should value investing's current popularity concern you? Also: Bill Miller's “wei wu wei.”
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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.