August 25, 2006

Inside This Issue


Quality Control

Ricky Sandler, Eminence Capital

Ricky Sandler of New York’s Eminence Capital describes why he’s finally gotten interested in technology stocks, why a serious commitment to shorting makes him a better investor, what he thinks the market is missing in Cisco, Applied Materials, Oracle and Arbitron, and why he thinks Lexmark is a great short. 

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Not-So-Ugly Ducklings

Robert Robotti, Robotti & Co.

Robert Robotti of New York’s Robotti & Co. explains which special situations most attract him, the parts of the energy sector he thinks have the brightest prospects, why tougher audits create opportunity and where he sees unrecognized value in Atwood Oceanics, Drew Industries, Zenith National and Pre-Paid Legal Services. 

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Special: SuperInvestor

Insight Our new publication, tracking the activity of the world’s best investors
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Editors’ Letter

“Why wouldn’t you look at what other great investors have found?” Why, indeed.
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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.