May 31, 2016

Inside This Issue

Raising the Bar

Glenn Welling, Engaged Capital

Glenn Welling, Christopher Hetrick and Brendan Springstubb of Engaged Capital describe how they distinguish themselves from bigger-name activists, the “disease” they often look to cure at target companies, a key goal they have beyond earning great returns, and why they see mispriced value in Benchmark Electronics, Rovi, Outerwall, Medifast and Jamba.

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True Grit

William C. Martin, Raging Capital Management

Raging Capital Management’s William Martin explains what he learned from early success and failure, the highly disparate situations that tend to attract his interest, why he’s long Crestwood Holdings, Orbcomm and Armstrong Flooring, and why he’s short Lannett Co. and companies exposed to Western Canadian real estate. Interviewed by Jeff Gramm

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Uncovering Value: Forest City

After an uncharacteristic stumble, has the time come for investors to forgive and forget?
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A Fresh Look

An example of a common value-investor conundrum: Too early ... or just plain wrong?
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A Fresh Look: Fourlis

How an idea that still requires considerable intestinal fortitude is working out so far.
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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.