June 30, 2020

Inside This Issue

The Right Balance

William Rice Jr., Anchor Capital Advisors 

Anchor Capital’s Bill Rice, Georgy Grigoriyants and David Watson describe the differing ways they upgraded their portfolio as the pandemic hit, why they believe it’s important to stay open-minded about what form value may take, and why they see mispriced upside in FLIR Systems, Hudson Pacific Properties, Bluebird Bio, SS&C Technologies and Watsco.

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Gaining Leverage

Daniel Barker, Eric Almeraz, Apis Capital 

Daniel Barker and Eric Almeraz of Apis Capital explain how they think they can gain a competitive advantage, how they source ideas in a global 15,000-stock universe, how they try to avoid the value investor's curse of selling too soon, and what they think the market is missing in Intelligent Systems, Tokai Carbon Korea, Kambi Group and Royal Mail. 

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Strategy: Kristofer Medina

Finding opportunity when company fundamentals are harder to judge ... or increasingly ignored.
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A Fresh Look: BMW

When a cloudy outlook appears to become even cloudier.
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Uncovering Value: Addtech

Not all serial acquirers are worthy of investor skepticism.
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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 a Professor of Value Investing at the University of Alabama and is now the Director of the university's C.T. and Kelley Fitzpatrick Center for Value Investing.