March 31, 2014

Inside This Issue


Against the Grain

David Iben, Kopernik Global Investors

David Iben of Kopernik Global Investors describes why today’s market is reminiscent of 1972 and 1999, how he’s reconciling risk versus reward in Russia and China, where single-industry valuations appear most out of whack on a global basis, and what he thinks the market is missing in Centrais Eletricas, Cameco, Newcrest Mining and SkyWest.

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Updating History

Thyra Zerhusen, Bob Burnstine, Mary Pierson, Marie Lorden, Fairpointe Capital

Fairpointe Capital’s Thyra Zerhusen, Bob Burnstine, Marie Lorden and Mary Pierson explain why their opportunity set has turned out to be narrow, why they own technology companies other value investors avoid, why their portfolios bounce back so well from adversity, and why they see upside in Juniper Networks, Cooper Tire, Polypore and PepsiCo.

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Strategy: Joel Greenblatt

His focus on value remains, but other aspects of his approach today have markedly changed.
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Uncovering Value

How one investor is tackling the daunting task of finding “Berkshire Hathaways of 1980.”
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Editors’ Letter

Evidence for why “buying or selling near-term performance is the worst idea ever invented.”
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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.