November 30, 2018

Inside This Issue

Active Voice

Murray Stahl, Steven Bregman, Horizon Kinetics

Horizon Kinetics' Murray Stahl and Steven Bregman explain how the rise of passive investing has impacted their investment approach, what can go wrong investing with owner-operators, their current take on GE, why they believe in bitcoin, and what they think the market is missing in Texas Pacific Land Trust, CACI International, Civeo and Clarkson.

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Seeing is Believing

Sam Stewart, Spencer Stewart, Josh Stewart, Wes Golby, Seven Canyons Advisors

Sam Stewart, Spencer Stewart, Josh Stewart and Wes Golby of Seven Canyons Advisors describe the profile of the "world innovators" they want to own, why such companies can be mispriced, where in the world they're finding incremental opportunity, and why they see upside in Sarana Menara Nusantara, Photo-Me, Game Digital, Sony and Walt Disney.

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Uncovering Value: Interactive

Looking to turn a positive personal experience into an equally or more positive investment one.
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Uncovering Value: Air Alaska

Enthusiasm for U.S. airlines hasn't embraced this long-time standout. A missed opportunity?
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Editor's Letter

Items of interest provoking thought (or maybe slight despair).
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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. In 2016, he took on an additional role as the C.T. Fitzpatrick Professor of Value Investing at the University of Alabama.