September 30, 2020

Inside This Issue

Unfair Fights

Yen Liow, Aravt Global

Yen Liow of Aravt Global describes how he broadly recast his approach after a rocky start for his new firm, why on the long side he focuses only on “horses,” where he’s finding Covid-related short ideas, why he's prepared for a "wide-diversion, high-volatility" future, and why he's high on the prospects for Cellnex, Safran, Boyd Group and Keywords Studios.

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Weighing Anchor

James Callinan, Osterweis Capital Management

Osterweis Capital’s James Callinan, Matt Unger and Bryan Wong explain why a certain amount of mystery around their companies doesn’t bother them, what input they need to hear from management, what makes their growth-oriented strategy “valuation conscious,” and why they see unrecognized upside in Five9, Aaron’s, Progyny and Axon Enterprise.

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Stepping Up

William Costello, Westwood Holdings

William Costello of Dallas-based Westwood Holdings describes why he’s reticent to invest in the industry he probably knows the most about, the red flag it’s critical he doesn’t overlook, what he thinks it will take for small caps to perform better relative to large caps, and why he sees mispriced value in Century Communities, Bloomin’ Brands and James River.

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Uncovering Value: Blue Prism

Is there gold at the end of this dynamic software company's investment spending rainbow?
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Editor's Letter

On the fear of missing out; Expiring vs. permanent skills.
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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.