July 31, 2018

Inside This Issue


Micro Management

Brian Bythrow, Wasatch Advisors

Wasatch Advisors’ Brian Bythrow explains what he looks for in microcaps that are destined for greatness, when he pays careful attention to IPOs, what he hasn’t fully figured out when it comes to selling, what he doesn't want to worry about at 3 a.m., and why he sees unrecognized upside in Patrick Industries, Hardwoods Distribution, Fiducian and i3 Verticals.

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Do No Harm

John Gillespie, Prospector Partners

John Gillespie, Kevin O’Brien, Jason Kish and Steve Labbe of Prospector Partners describe themes evident today in their short portfolio, why they have a penchant for banks and insurance companies, which long-time short recently became a long, and why they believe Brown & Brown, Nestlé, Kimberly-Clark, Intact Financial and KeyCorp are mispriced.

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Uncovering Value: Compass

Seeing upside in a combination of modest top-line growth and very high returns on capital.
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A Fresh Look: GIFI

How to respond when the messiness of business collides with a logically sound investment thesis?
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Editor's Letter

To an exceptional career and knowing when to fold 'em.
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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.