August 31, 2020

Inside This Issue

Street Smarts

Andrew Brenton, Turtle Creek Asset Management

Andrew Brenton of Turtle Creek Asset Management describes what he thinks makes his portfolio companies unique, why he gravitates toward “true platform companies,” what’s required to be good at trading around positions, and why he sees unrecognized value in Berry Global, Middleby, Badger Daylighting, Home Capital Group and Premium Brands.

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Full Speed Ahead

Chris Mittleman, Mittleman Brothers Investment Management

Chris Mittleman of Mittleman Brothers Investment Management explains how he’s processing a period of underperformance, why he doesn’t shy from messy situations, why he bought into two pandemic “epicenter” stocks, and why he sees significant upside in International Game Technology, Cineplex, Village Roadshow and Greatview Aseptic Packaging.

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Strategy: Daniel Malan

Updating investment themes around gold, auto supply and a new opportunity close to home.
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Uncovering Value: Siemens Healthineers

How an already wide-moat business can become even better.
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Editor's Letter

Fighting the good fight against ignorance and "misbeliefs."
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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.