January 30, 2015

Inside This Issue


Looking Under Rocks

Scott Hood, First Wilshire Securities Management

Scott Hood of First Wilshire Securities Management describes what he thinks it means to be a hands-on investor, how he keeps his firm’s idea “machine” running, how his informed view on China has evolved, and why he sees mispriced value in Jacobs Engineering, Horsehead Holding, Nature’s Sunshine Products, LSB Industries and TCP International.

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Knowledge Industry

James Clark, John DeGulis, Harry Burn, Sound Shore Management

Sound Shore Management’s Harry Burn, John DeGulis, James Clark and David Bilik explain how they try to distinguish their fundamental research, why maintaining equal position sizes is a virtue, what they consider active management’s ace in the hole, and why they like the prospects of Aon, CIT Group, Keysight Technologies and Thermo Fisher Scientific.

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A Fresh Look: Activists

Separating the contenders from the pretenders in one of today’s vibrant investing categories.
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Uncovering Value: Birchcliff

Value investors today are actively fishing in energy-related ponds. Is this one a keeper?
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Editors’ Letter

On performance rough patches; “Deflate-gate” red flags.
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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.