April 30, 2018

Inside This Issue


Great Adventure

Clyde McGregor, Colin Hudson, Oakmark Equity and Income

Oakmark Funds’ Clyde McGregor and Colin Hudson describe how they deliver on their no-big-surprises mandate, the implications they see if interest rates don’t mean-revert, why they invest in smaller-cap stocks than their level of assets managed would imply, and why they see mispriced value in General Motors, Lear, Carlisle and Howard Hughes Corp.

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Opportunity Knocks

Cullen Thompson, Bienville Capital

Bienville Capital’s Cullen Thompson, Mark Bower and Brian Yuen explain the four key things they look for in investable themes, how they sequence through ideas as the themes evolve, and why they see considerable upside today in Greek banks, Greek industrial conglomerate Gek Terna, Saudi Arabia’s Al Rajhi, Brazil’s Azul and uranium producer Cameco.

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A Fresh Look: Alkermes

While the shares of this drug maker gyrate, how to discern signal from noise?
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Uncovering Value

An infrastructure play with upside even if its end-market's "scary" problem isn't addressed.
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Editor's Letter

Remembering Third Avenue's Marty Whitman; A thoughtful reminder from Jeff Bezos.
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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.