October 31, 2019

Inside This Issue

The Next Level

Vinson Walden, Brian McMahon, Thornburg Investment Management

Vinson Walden, Brian McMahon and Miguel Oleaga of Thornburg Investment Management describe the types of long-term company initiatives that attract their interest, how they’re processing the news in Hong Kong and Britain, where cheap stocks may not be cheap enough, and why they see upside in Qorvo, Reliance Industries, GDS Holdings and OCI.

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Standing Out

Dev Kantesaria, Valley Forge Capital

Valley Forge Capital’s Dev Kantesaria explains which business-quality hurdle is often the toughest for potential investments to clear, why he prefers U.S.-traded companies, the macroeconomic factor he pays the most attention to, why his cash level today is different than normal, and why he sees unrecognized value in Moody’s, Fair Isaac, Visa and Intuit.

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Uncovering Value: Grubhub

Value investors smell fire and often move toward it. Is that a good idea in this particular case?
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Uncovering Value: Selamat Sempurna

Growth-oriented investor Grandeur Peak Global is finding more value ideas today. Here's one.
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Editor's Letter

On telling the difference between language that obfuscates and language that elucidates.
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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.