February 27, 2015

Inside This Issue


Fresh Perspective

Gregg Powers, Private Capital Management

Private Capital Management’s Gregg Powers and David Sissman describe why they consider domain expertise a competitive advantage, their favorite “tell” in identifying technology company opportunity, why an absolute valuation discipline is so important, and why they see mispriced value in Valeant, Carrols Restaurant Group, QuinStreet and INTL FCStone.

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People, Plan and Price

Brian Lancaster, Jason Stankowski, Clayton Partners

Jason Stankowski and Brian Lancaster of Clayton Partners explain how they determine if management is “thinking right,” where in a turnaround process they try to get involved, the one macro risk that most worries them, and what they think the market is missing in Holloway Lodging, AES Corp., Epsilon Energy, SWK Holdings and NMI Holdings.

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Strategy: Richard Pzena

How an added analytical tool is helping him better identify both risk and opportunity.
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Strategy: Seth Klarman

What past experience teaches about bear markets ... and about how to prepare for the next one.
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Strategy: Active vs. Passive

Centaur Capital’s Zeke Ashton on one of the key issues of the day for fundamental investors.
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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.