April 30, 2021

Inside This Issue

Closing the Gap

Arnaud Ajdler, Engine Capital

Arnaud Ajdler and Brad Favreau of Engine Capital describe why they don’t start out screening for cheap stocks, how they try to foster constructive conversations with the management and boards of companies they’ve targeted for activism, and why they're seeing mispriced value in CACI International, MTY Food Group and Houghton Mifflin Harcourt.

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Built to Last

John Walthausen, Walthausen & Co.

Walthausen & Co.’s John Walthausen, Gerard Heffernan and DeForest Hinman explain how they root out “neglected, dismissed or disliked” stocks with promise, which pandemic losers are more likely to surprise on the upside, how they battle value traps, and what they think the market is missing in Perdoceo Education, Cleveland-Cliffs and G-III Apparel.

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Shifting Fortunes

Brad Hathaway, Far View Capital Management

Brad Hathaway of Far View Capital Management describes the situations in which he believes he's more likely to gain an investment edge, why his on-deck circle of ideas to pursue is more crowded than ever, the buying discipline he decided to relax, and why he thinks the shares of EDreams Odigeo, Naked Wines, CDON and Park Aerospace are mispriced.

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Uncovering Value: Real Estate

Opportunities in a sector where it’s particularly hard to decipher what “normal” will look like.
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Editor's Letter

Getting down to brass tacks when it comes to SPACs.
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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.