August 31, 2018

Inside This Issue


With Intent

Tucker Golden, Solas Capital

Solas Capital's Tucker Golden describes how non-economic buyers and sellers can create investment opportunity, what aspect of his investment process makes it more fulfilling, how he looks for short ideas over lunch, how his views on sale timing have evolved, and why he believes Natural Resource Partners, NFI Group and McCormick are mispriced. 

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Waves of Disruption

Mitch Rubin, RiverPark Funds

RiverPark Capital's Mitch Rubin explains why he considers today's market environment particularly conducive to a long/short approach, what prominent short themes he's pursuing, what he learned from starting an Internet mutual fund three days before the Internet bubble burst, and why he sees mispriced value in Blackstone, Equinix and Iron Mountain. 

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Alternative Alternative

Connor Browne, Thornburg Investment

Connor Browne and Bimal Shah of Thornburg Investment Management describe how and why they strive for balance on the long and short sides of their portfolio, how the perceived "threat of Amazon" can provide fertile ground for ideas, why they're bullish on US Foods, and why they see challenges ahead for Plantronics and Computer Programs & Systems.

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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.