April 29, 2016

Inside This Issue


Signal vs. Noise

Thomas Gayner, Markel Corp.

Thomas Gayner of Markel Corp. describes two key ways in which his strategy has evolved, how he’s able to “tune out the noise and focus on what’s really important,” why the energy sector didn’t attract his interest in its latest swoon, and why Walt Disney, Brookfield Asset Management, Diageo and Nestle so nicely fit his profile for compelling investments.

Read More


On Point

John Day, Sheldon Fox, KDI Capital Partners

KDI Capital Partners’ John Day, Sheldon Fox, Colin Kelly, Mitchell Scott and Todd Young explain why their opportunity set doesn’t stray from three basic business models, a key lesson learned from one very bad year, how they use options to mitigate risk, and why they see upside in McKesson, BMC Stock Holdings, Lawson Products, Lowe’s and Rubicon.

Read More


Strategy: Ed Wachenheim

Sharing historical and present-day lessons from a long and remarkable investing career.
Read More

Uncovering Risk: Sabre Corp.

It’s been a fairly uneventful flight since the company’s 2014 IPO. Is there turbulence ahead?
Read More

Editors’ Letter

The virtues of taking time to “stop and smell the data.”
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.