April 30, 2019

Inside This Issue

Straw Hats in Winter

George Davis, Scott McBride, Hotchkis & Wiley

George Davis and Scott McBride of Hotchkis & Wiley describe what they believe distinguishes their firm's research approach, why the concept of mean reversion hasn't gone out of style, when they think capital return to shareholders is important, and the unrecognized upside they see in General Electric, Wells Fargo, Discovery and National Oilwell Varco.

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Value Inequality

Nick Tompras, Tim Piechowski, Willem Schilpzand, Alpine Capital Research

Nick Tompras, Tim Piechowski and Willem Schilpzand of Alpine Capital Research describe the narrow slices of the market they find deeply undervalued, why they passed on some recent ostensibly interesting ideas, why their portfolio does so well in down markets, and why they see upside today in Fairfax Financial, General Motors, Citigroup and Vodafone. 

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Uncovering Value: MTG

Staking claims in two newly independent companies before the market figures them out.
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Uncovering Value: Sparx

An investment "breath of fresh air" in a market that itself could use a healthy dose of oxygen.
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Editor's Letter

Responding intelligently as an investor to "the three forces that rule the world."
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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.