June 30, 2021

Inside This Issue

Practice What You Preach

Thomas Gayner, Markel Corp.

Tom Gayner of Markel Corp. describes what about the current investing environment feels somewhat like the Wild West, how he wants his own company to be just like the companies he invests in, what advice he’d give to budding value investors, and why he sees the potential for long-term value compounding in Deere, Diageo, RLI Corp. and Markel itself.

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Outsider Perspective

Samir Patel, Askeladden Capital

Askeladden Capital’s Samir Patel describes his path from spelling-bee wunderkind to investor, why he set up his business the way he did, how his thinking on business quality and portfolio concentration have evolved, and why he sees unrecognized value today in Franklin Covey, Sprouts Farmers Market, Delta Apparel, AstroNova and Profire Energy.

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Strategy: Banks

If the dog days are finally over for banking stocks, who's likely to incrementally benefit?
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Uncovering Value: DDH1

Answering necessary questions in order to bet on a commodity-related business like this one.
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Editor's Letter

For the sake of simplicity; Warren Buffett on inflation.
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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.