January 31, 2021

Inside This Issue

Affordable Quality

François Rochon, Giverny Capital

François Rochon of Giverny Capital describes what about his strategy makes it both timeless and timely, the mistake he wishes he could take back from last March, his latest views on top holding Berkshire Hathaway, the macroeconomic concern he considers most prominent, and why he's seeing mispriced value in Facebook, Progressive, Markel and CarMax.

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All In

Adam Wyden, ADW Capital

ADW Capital’s Adam Wyden and Jonathan Abenaim explain how they try to get an edge on their competition, their key takeaways from an unaccustomed period of adversity, what they did and didn’t do when the coronavirus arrived last year, and what they think the market is missing in GFL Environmental, RCI Hospitality, APi Group and Par Technology.

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Ahead of the Curve

Chan Lee, Albert Yong, Petra Capital Management

Petra Capital Management’s Chan Lee and Albert Yong describe why now is a particularly interesting time to be investing in South Korea, why they consider flexibility one of their most important traits as investors, where they’re spending the most time today looking for new ideas, and what they think the market is missing in Daou Technology and Soulbrain.

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Uncovering Value: Bed Bath & Beyond

The fundamental case for a stock that hasn't of late traded much on fundamentals at all.
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Strategy: Margin of Safety

Offering an updated interpretation of what Seth Klarman has described as the "three most important words in investing."
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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.