May 29, 2020

Inside This Issue


Defining Normal

David Green, Hotchkis & Wiley

David Green of Hotchkis & Wiley describes why he believes taking cyclical risk is being well rewarded in today's market, what types of stocks he traded into and out of in March, why he's sticking with his financials, what he thinks about Tesla, and why he’s particularly high on the prospects for Evercore, TE Connectivity, General Electric and News Corp. 

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Keep It Simple

Steve Scruggs, Queens Road Funds

Queens Road Funds’ Steve Scruggs explains how this bear market has been very different from the last one, how he’s been handicapping various in-the-crosshairs-of-the-pandemic ideas, how he’s processing macroeconomic concerns, and why he sees unrecognized value in MSC Industrial Direct, G-III Apparel, Fabrinet, MasTec and Deckers Outdoor.

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Strategy: Japan

In a market without the "FAANGs of the world," finding long-term opportunity nonetheless.
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Uncovering Value: Affiliated Managers Group

Have investors soured too much on the business of investing?
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A Fresh Look: Grubhub

Timely updates on a much-in-the-news contrarian bet.
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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.