October 31, 2006

Inside This Issue


The Art of the Idea

Joel Greenblatt and John Petry, Gotham Capital

Gotham Capital's Joel Greenblatt and John Petry describe the elements of a great investment idea, why back-and-forth debate is important and which way they think the wind is blowing today for value investors. From their members-only Value Investors Club: What the markets are missing in Ameriprise Financial, UAL Corp., Austrian Post and Imperial Sugar. 

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“GULP” Investing

James Clarke, Clarke Bennitt, LLC

James Clarke and Justin Bennitt of Clarke Bennitt, LLC explain the career-changing advice they got from Bill Miller, why they’re finding value in technology stocks, why they regard debt as a “character issue” and why they see undiscovered value in Toyota Motor, Rentcash, Home Depot and Cavalier Homes. 

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Uncovering Value: Netflix

Is this movie-rental innovator itself susceptible to the next big innovation in movie distribution?
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A Fresh Look: Learning Tree

“This is an even better investment today than it was a year ago.”
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Of Sound Mind

Don’t let the quest for a great story get in the way of the facts.
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Editors’ Letter

On making examples of bad guys; The virtues of patience.
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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.