November 30, 2020

Inside This Issue

Day Follows Night

Ben Preston, Orbis Investments

Ben Preston of Orbis Investments describes how growth and value coexist logically in the firm's global portfolio, where geographically he sees incremental opportunity and risk, how his views on the auto industry have evolved, how he's trying to get better at selling, and why he sees mispriced value in Anthem, Vestas Wind Systems, Autohome and Sberbank.

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Changing the Narrative

Travis Cocke, Voss Capital

Voss Capital’s Travis Cocke and Jon Hook explain why transitioning businesses can be fertile ground for ideas, how they get comfortable with extreme negative market sentiment, the big mistake they made when the pandemic hit, and why they see mispriced upside in Nintendo, Avid Technology, Extreme Networks, Louisiana-Pacific and Rimini Street.

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Strategy: Russell Napier

Contemplating the longer-term consequences of governmental monetary and fiscal responses to the global pandemic.
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Uncovering Value: Equinor

A suggestion for those interested in braving the elements in a sector many choose to avoid.
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Uncovering Risk: Five Below

Pondering the downside for an unlikely market darling in bricks-and-mortar retail.
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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.