August 30, 2019

Inside This Issue

Interesting Times

Dan Davidowitz, Polen Capital; Glenn Welling, Engaged Capital; Christopher Kiper, Legion Partners; Adam Schwartz, Sean Huang, FM First China Fund

Dan Davidowitz, Glenn Welling, Christopher Kiper, Adam Schwartz and Sean Huang describe how they're navigating today's "interesting" investment environment and why they consider Gartner, Hain Celestial, Rent-A-Center, Primo Water, SurveyMonkey, Anhui Gujing Distillery and Central China Real Estate to be appropriate all-weather opportunities.

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Putting Down Roots

Allen Steinkopf, Andrew Adams, Mairs & Power

Allen Steinkopf and Andrew Adams of Mairs & Power explain why they narrow their geographic focus as much as they do, the typical catalysts to growth they look for, why they believe U.S. small caps are particularly interesting today, and what they think the market is missing in CoreSite Realty, Tennant, Cabot Microelectronics and Wintrust Financial.

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A Fresh Look: Barrick Gold

After a significant run, how have Daniel Malan’s views on this gold miner’s stock evolved?
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Uncovering Risk: Digging Deep

Mining the world of obscure stocks for investment gems.
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Editor's Letter

The virtues of being willing and able to change your mind.
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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.