September 30, 2021

Inside This Issue

Au Courant

William Higgons, Victor Higgons, Indépendance et Expansion AM

William Higgons and Victor Higgons of Paris-based Indépendance et Expansion AM describe how their unique value approach weeds out value traps, why they favor family-controlled businesses, how they took their strategy across borders, where they look first to sell, and why they see unrecognized value in Télévision Française 1, Unieuro and Catana Group.

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Value Judgement

Jennifer Wallace, Summit Street Capital

Jennifer Wallace of Summit Street Capital describes why she’s reticent to buy ostensibly cheap stocks in today’s market, how her perspective on energy-related opportunities has evolved, why she’s cautiously optimistic about the prospects for women in money management, and why she sees mispriced upside in Discovery, Molina Healthcare and Huntsman.

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Anti-Competitive Behavior

Matthew Sweeney, Laughing Water Capital

Laughing Water Capital’s Matthew Sweeney explains how he tries to create a “structural” investing edge, what he looks for that computers are more likely to miss, how he's trying to keep early success from going to his head, and what he thinks other investors are missing in Houghton Mifflin Harcourt, TransAct Technologies and Whole Earth Brands.

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A Fresh Look: Voss Capital

A fresh set of ideas after much success with the last batch.
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Uncovering Value: Jafco

Prospecting in the world's highest-potential market sector.
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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.