December 22, 2006

Inside This Issue


Idiosyncratic Investing

Lee Ainslie, Maverick Capital

Maverick Capital’s Lee Ainslie (along with Steve Galbraith, Chris Laporte, Michael Pausic, Andrew Warford and Brian Zied) explains why rationality will be returning to equity markets, why he’s never had a down year, the reasons behind his “Sheet of Shame,” and what he thinks the market is missing in Accor, Circuit City, Cognizant and NHN Corp. 

Read More


A Different Twist

Robert Jaffe, Force Capital

Force Capital’s Robert Jaffe (with Mark Cohen, Paul Klibanow and Eric Newman) describes why the market’s incremental thinking provides opportunity, the value he finds in “alternative” real estate, key lessons he learned from SAC’s Steven Cohen and the big upside he sees in Lamar Advertising, Cabot Corp., Copart and Norfolk Southern. 

Read More


Uncovering Risk: Sub-Prime

Tempted by the low valuations and high yields of sub-prime mortgage lenders? Read this first.
Read More

A Fresh Look: Magic Formula

The last one has done well, so here's a new portfolio using Joel Greenblatt's “magic formula.”
Read More

Editors’ Letter

Some of the most important things to look for when on the prowl for the “next Warren Buffett.”
Read More

Register to View Our Free Sample Content

 


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.