October 30, 2020

Inside This Issue

Cycling Through

David Herro, Eric Liu, Harris Associates

David Herro and Eric Liu of Harris Associates describe the “huge, exploitable market imperfection” they regularly try to take advantage of, how they find upside in even in-favor sectors, why they think today's opportunity set is particularly attractive, and why they see unrecognized value in BNP Paribas, BlackBerry, Naspers, Glencore and Daimler.

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Tale of Two Markets

Mark Oelschlager, Oelschlager Investments

Oelschlager Investments’ Mark Oelschlager explains how he adjusts portfolio risk depending on his assessment of market optimism or pessimism, the theme behind many current holdings, why the market feels to him like 1999, and why he sees significant upside in Herman Miller, Atlantic Union Bankshares, Steven Madden and Designer Brands. 

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A Fresh Look: Gartner

Why an information-technology stalwart hasn't exactly sailed through the Covid crisis.
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Uncovering Value: Toyota Tsusho

Warren Buffett appears to like Japanese trading companies. Here's another one to consider.
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Editor's Letter

On "overcoming hard" in today's less-than-easy market.
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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.