January 31, 2019

Inside This Issue


In Focus

Alexander Roepers, Atlantic Investment Management

Alexander Roepers, Rossana Ivanova, Andrew Black and Toni Bujas of Atlantic Investment Management describe how they execute their brand of "constructive activism," what they learned from a big mistake last year, what portfolio-management tactic generates alpha for them, and why they consider G4S, Atos, Oshkosh and Avnet to be mispriced.

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High Mark

Morris Mark, Mark Asset Management 

Morris Mark of Mark Asset Management explains why even highly rational markets aren't particularly efficient, which slow-to-unfold secular trends he believes warrant continued patience, how he deals with share-price volatility in higher-growth companies, and why he sees mispriced value in Dell Technologies, Facebook, Amazon and Bank of America. 

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Uncovering Value

Making the intriguing, if naturally speculative, case for Carvana as a potential investment multi-bagger.
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Uncovering Value

Has Harsco successfully graduated from cautionary case study to current opportunity?
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Of Sound Mind

How "long-lived, broadly applicable wisdom" can provide a competitive investing advantage.
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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 a Professor of Value Investing at the University of Alabama and is now the Director of the university's C.T. and Kelley Fitzpatrick Center for Value Investing.