May 31, 2019

Inside This Issue

Abroad Perspective

Brad Radin, Radin Capital Partners

Brad Radin and Joseph Fei of Radin Capital Partners describe the investment-philosophy insights they borrowed from John Templeton, how as global investors they’re processing the ongoing trade discussions, why they believe they’re well prepared for market turmoil, and why they see unrecognized value in Krones, Stella International and Ontex Group.

Read More

Eyes on the Prize

Chris Welch, Diamond Hill Capital Management

Diamond Hill Capital Management’s Chris Welch, John Loesch and Aaron Monroe explain how they’re responding to a heightened risk of value traps, which low-valuation sectors have most attracted their interest, why patience is of the essence in today's market, and why they see upside in Sterling Bancorp, Red Rock Resorts, BorgWarner and Post Holdings.

Read More

Right Place, Right Time

Adam Parker, Center Lake Capital

Adam Parker of Center Lake Capital describes why he believes the return potential for his target investments are “more attractive than in any other area of technology,” what he focuses on to separate winners from losers, why he considers himself a value investor at heart, and why he sees mispriced value in Pluralsight, Alteryx and MongoDB.

Read More

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.