August 31, 2011

Inside This Issue


Fundamental Truths

Ricky Sandler, Eminence Capital

Ricky Sandler of Eminence Capital describes why the market's seeming indifference to company quality won't last, why he's putting more emphasis on potential catalysts, the pariah industry that’s attracting his attention, where he's finding the best non-U.S. opportunities, and why he's long CME Group, Aon, Oracle and Wolseley and short Verizon.

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Uncommonly Good

Robert Robotti, Robotti & Co. Advisors

Robert Robotti and Isaac Schwartz of Robotti & Company describe the cyclically challenged industries that most interest them today, on what they focus when markets go haywire, what overturned their skepticism about investing outside the U.S., and why they think Enerflex, Panhandle Oil and Gas, Builders FirstSource and KazMunaiGas are mispriced.

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Uncovering Value

We hesitate to call it lucky, but many stocks popular with SuperInvestors have gotten ...
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Uncovering Value

Betting that the market eventually recognizes the good news at this far-off-the-radar company.
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Editors' Letter

Advice from an investing master on catching falling knives, “hopefully with care and skill.”
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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.