February 27, 2020

Inside This Issue


Dealing with Disruption

Jeff Ubben, ValueAct Capital; Mitch Rubin, RiverPark Funds; Brian Macauley, Broad Run Investment Management; Clifford Sosin, CAS Investment Partners; Pieter Taselaar, Lucerne Capital Management; Simon Denison-Smith, Jonathan Mills, Metropolis Capital; Robert Robotti, Robotti & Co.; Will Thomson, Massif Capital

While adroitly discerning "value" from "value trap" has always been critical to successful investing, one could argue that doing so today is harder than ever. In this special feature we hear from several experienced and accomplished investors about how they handicap disruptive change and where they believe the market's conclusions about it today are wrong.

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Strategy: Arjun Jayaraman

How a quantitative-investing expert fuses his by-the-numbers approach with a human touch.
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Uncovering Value: Solaris Oilfield

Can this down-and-out U.S. energy play pay off even if oil and gas prices remain stalled?
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Editor's Letter

Addressing one of the more dangerous questions investors face: “Is it different this time?”
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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.