December 31, 2019

Inside This Issue


On the Road

Ben Preston, Orbis Investments; Daniel Malan, Mikael Liefferink, Perspective Investment Management; Alexander Roepers, Atlantic Investment Management; Bernard Horn, Polaris Capital; Win Murray, Harris Associates

Experienced auto-sector investors Ben Preston, Daniel Malan, Alexander Roepers, Win Murray and Bernard Horn describe how they're handicapping the numerous challenges and opportunities facing industry competitors and why they believe Toyota, Denso, Dongfeng Motor, Lear Corp. and Inchcape are uniquely well positioned to come out as winners.

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Keeping an Open Mind

Kristofer Medina, Medina Singh Partners

Kristofer Medina of Medina Singh Partners explains the rationale behind his less-than-glamorous opportunity set, why high-quality businesses are not at all a priority for him, why today's investing environment is yielding plenty of good ideas, and what he thinks the market is getting wrong about Regis Corp., Stoneridge, Clearwater Paper and Uponor Oyj.

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Uncovering Value: Capri Holdings

Is the market right in having such a dour view of this one-time fashion juggernaut's prospects?
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Uncovering Value: SVB Financial

Making the case that this "growth bank" is now trading at an inappropriately low value price.
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Editor's Letter

An ongoing reminder that when it comes to investing, experience really is the best teacher.
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Who's Behind VII?

John Heins, Co-Founder, Editor-in-Chief
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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.