January 31, 2018

Inside This Issue


Mining MVPs

C.T. Fitzpatrick, Vulcan Value Partners

Vulcan Value Partners’ C.T. Fitzpatrick describes the characteristics of his “MVP List” of target companies, why in rare instances those companies go on sale, why he’s recently moved on from some long-held media winners, the key lessons drawn from a big mistake, and why he sees mispriced value in CVS Health, Airbus, Alphabet and Jones Lang LaSalle.

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Two Sides, Same Coin

Jeffrey Bronchick, Cove Street Capital

Jeffrey Bronchick, Ben Claremon, Eugene Robin and Dean Pagonis of Cove Street Capital explain why they operate at both ends of the business-quality spectrum, why they “team tackle” in conducting research, the detailed steps they take to avoid repeating mistakes, and why they see upside in Wesco Aircraft, E.W. Scripps, Sally Beauty, Millicom and ViaSat.

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A Fresh Look: OFG Bancorp

Following the widespread devastation of Hurricane Maria in its home market, what now?
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Uncovering Value

If being in an index helps a stock, why not look for ideas in stocks that indexes don't favor?
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Editor's Letter

A timely defense of a subject dear to value investors' hearts.
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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 and SuperInvestor Insight. In 2016, he took on an additional role as the C.T. Fitzpatrick Professor of Value Investing at the University of Alabama.



 

Whitney Tilson, Co-Founder
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Whitney Tilson is the co-founder and Chairman of Value Investor Media, Inc. and the founder of Kase Learning, which hosts investing seminars, bootcamps and conferences. Prior to founding Kase Learning, for nearly 18 years he ran Kase Capital Management, which managed value-oriented hedge funds and mutual funds.