July 30, 2021

Inside This Issue

Operating From Strength

Andrew Baumbusch, Colin Dunn, Cambiar Investors

Andrew Baumbusch and Colin Dunn of Cambiar Investors explain why they think investors shouldn’t have to choose between value and growth, how their strategy is meant to help them navigate times of stress, how they’ve handled one “meme stock" position, and why they see unrecognized upside in IPG Photonics, Mercury Systems and Atmos Energy.

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Staying Grounded

Jeff Bronchick, Cove Street Capital

Cove Street Capital’s Jeff Bronchick, Ben Claremon, Andrew Leaf and Eugene Robin describe why they’re so busy even in an ostensibly expensive market, why they think the “Uber vs. taxis” disruption template can often mislead, how they've become more active with portfolio companies, and why they believe Skechers, Landec and PQ Group are mispriced.

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Know What You Own

Charles Murphy, Liberty Park Capital

Charles Murphy of Liberty Park Capital Management describes the investing pond in which he’s chosen to fish, how he’s relaxed the “purist” investment strategy he started out with, why he targets singles on the short side rather than home runs, and what he thinks the market is missing in Luna Innovations, Atlas Technical Consultants and Porch Group.

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Uncovering Value: Big Yellow

Upside if a big U.S. trend continues to catch on overseas.
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Editor's Letter

Trying to avoid being too smart for your own good.
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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.