March 31, 2020

Inside This Issue

At the Helm

David Samra, Artisan Partners

David Samra, founding portfolio manager of Artisan Partners' International Value team, describes how he’s setting priorities through the market’s upheaval, how he’s processing new and consistently changing information, and how he’s assessing the long-term investment prospects of such holdings as Compass Group, Novartis, Richemont and Imperial Oil. 

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Analysis Over Emotion

Ed Wachenheim, Greenhaven Associates

Ed Wachenheim of Greenhaven Associates explains how he's able to maintain emotional equilibrium in the most trying market environments, how he is (and isn’t) responding to the current market upheaval, and why with a long-enough investment horizon he still sees considerable upside in long-time portfolio holdings Lennar, Whirlpool and Goldman Sachs.

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Strategy: Energy

Contemplating whether we've hit the point of maximum pessimism for energy stocks.
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Uncovering Value: IWG

Social distancing has been unkind to commercial real estate stocks. Is that overdone here?
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Uncovering Value: United Therapeutics

Is the market making an overly conventional call on what is hardly a conventional company?
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Editor's Letter

Timeless wisdom on dealing with market turmoil from Warren Buffett and Seth Klarman.
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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.