January 31, 2020

Inside This Issue

Living Up to the Name

Keith Ashworth-Lord, Sanford DeLand Asset Management

Keith Ashworth-Lord of the U.K.’s Sanford DeLand Asset Management describes what investing like Warren Buffett means to him, what he expects from Brexit over time, why he avoids “chopping and changing” his portfolio, what he thinks Buffett’s next great trade might be, and why he’s high on RM Plc, Rollins, RWS Holdings and Games Workshop.

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Network Effect

David Shapiro, Evan Vanderveer, Vanshap Capital

Vanshap Capital’s David Shapiro and Evan Vanderveer explain why they exclusively target capital-constrained markets, how they try to differentiate their due-diligence process, what they learned from their most-painful investing mistake, and why they see significantly underpriced value in Hoteles City Express, Pinfra, TBC Bank and Glenveagh Properties.

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Uncovering Value: Safran

Are problems around Boeing's 737 MAX making this stock cheaper than it should be?
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Uncovering Value: Zagg

When growth investors head for the exits, value investors often come in to have a look around.
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Editors' Letter

On the challenges involved in abandoning long-held beliefs; "Nobody likes a know-it-all."
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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.