March 30, 2018

Inside This Issue


Diamonds in the Rough

Christopher Kiper, Ted White, Legion Partners

Christopher Kiper, Ted White, Ken Kempf and Sagar Gupta of Legion Partners describe why the companies they target often evade other investors’ notice, the typical elements of their activist agendas, some key learnings on what can go wrong with an investment, and why they see unrecognized value in Chefs’ Warehouse, Vonage, Genesco and Fabrinet.

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Tried and True

Brian Krawez, Scharf Investments

Scharf Investments’ Brian Krawez, Eric Lynch and Gabe Houston explain how they screen for ideas to improve their odds of investment success, which out-of-favor industries interest them and which don’t, why their portfolio tends to hold up so well in bad markets, and why they see upside in Walgreens Boots, CDK Global, Time Warner and Gentex.

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Uncovering Value: E.L.F.

The status quo in selling cosmetics is under attack. Here's the case for one primary attacker.
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Uncovering Value: Purple

Dreaming big for a newly public company that appears to be just starting to hit its stride.
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Editor's Letter

Warren Buffett’s counsel on how to make it so, “Yours is the Earth and everything that’s in it.”
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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.