May 31, 2018

Inside This Issue


Under Control

Stephen Goddard, Brian Campbell, The London Company 

Stephen Goddard and Brian Campbell of The London Company describe their relatively unique approach to valuation, why they’re unlikely to average down if a position goes against them, what sector they see as ripe for consolidation, and why they see mispriced value in Crown Castle, Versum Materials, Albemarle, Penske Automotive and Armstrong World.

Read More


One Step Ahead

Ian Mortimer, Matthew Page, Guinness Atkinson Asset Management

Ian Mortimer and Matthew Page of Guinness Atkinson Asset Management explain which “global innovators” make for the best investments, why technology stocks aren't really as pricey as generally believed, why they make relatively equal-sized bets, and why they think Lam Research, Infineon, Baidu, Anta Sports and Catcher Technology are mispriced. 

Read More


Uncovering Value: Mimecast

Is this rightly pegged as a next-generation software leader?
Read More

Uncovering Value: SPACs

Mining for "Heads I win, tails I don't lose" propositions.
Read More

Editor's Letter

A lesson on parsimony when evaluating investment ideas.
Read More


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 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
Project Image

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.