April 30, 2015

Inside This Issue


Compounding Interest

Christopher Davis, Danton Goei, Davis Advisors

Davis Advisors’ Chris Davis and Danton Goei describe what they believe sets true “compounding machines” apart from pretenders, their hoped-for value-add in assessing management, the soul searching they’ve done after a relative-performance swoon, and why they see mispriced value in Lafarge, Wells Fargo, Encana, Ultra Petroleum and Express Scripts.

Read More


Crème de la Crème

Francois Rochon, Giverny Capital

Francois Rochon of Giverny Capital explains how he tries to keep his investing process relatively simple, how he’s responded to making too many errors of omission, the “rules” he tells investors to help them maintain perspective, and what he thinks the market is missing in Precision Castparts, CarMax, LKQ Corp., Knight Transportation and Ametek.

Read More


A Fresh Look: AerCap

Strong share-price runs can make value investors nervous. Here, the argument for calm.
Read More

Uncovering Value: Brady

It doesn’t leap off the screen as a pulse-quickening investment idea. Might that be the point?
Read More

Editors’ Letter

Portfolio management insight from quite a surprising source.
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.