October 30, 2015

Inside This Issue


Back in the Saddle

Adam Weiss, Stillwater Investment Management

Adam Weiss of Stillwater Investment Management describes where and why he seeks out market misunderstandings, the importance of knowing his own limitations, how he’s applying technology to his investment process, the surprising place he sees a bubble brewing, why he’s long recent-spinoff PayPal and why he’s short U.S. pay-television programmers.

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Only the Lonely

William Smead, Smead Capital Management

William Smead, Tony Scherrer and Cole Smead of Smead Capital Management explain the pervasive secular tailwind underlying many of their best ideas, why their opportunity set is so narrow, how they benefit from being based in a value-investor-scarce location, and why they see mispriced value in NVR, Gilead Sciences, Gannett and Bank of America.

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Strategy: Infrastructure

Finding growth at value prices in small-company U.S. stocks with big secular tailwinds.
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Uncovering Risk: Kroger

Could darkness be drawing nigh on this grocery-industry leader’s extended day in the sun?
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Editor’s Letter

Practical management lessons on fostering creativity from an exceedingly credible source.
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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.