February 28, 2021

Inside This Issue

Fresh Look

David Brown, Eric Wolff, Hawk Ridge Partners

David Brown and Eric Wolff of Hawk Ridge Capital describe why they put so much emphasis on generating new ideas, the discipline they relaxed when the pandemic hit a year ago, whether the GameStop “affair” has influenced how they think about shorting, and what they think the market is missing in LivaNova, Intertrust, Integer Holdings and Logitech.

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Into the Fray

David Barr, Felix Narhi, PenderFund Capital Management

PenderFund Capital Management’s David Barr and Felix Narhi explain why they often gravitate to “battleground” stocks, which companies they consider to be the next-generation “FAANGs”, the evolution of their interest in Bitcoin, and why they think Zillow, Liberty Latin America, MAV Beauty Brands and Sangoma Technologies are mispriced.

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Strategy: Jim Roumell

A deep-value investor describes his successful journey back from the investing wilderness.
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Uncovering Value: Whole Earth Brands

Handicapping the path ahead for a "graduated" SPAC with a rather interesting backstory.
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Editor's Letter

Some advice from worthy sources on the ever-important subject of handicapping change.
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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.