October 31, 2021

Inside This Issue

Tensile Strength

Arthur Young, Tensile Capital Management

Arthur Young of Tensile Capital Management describes what it means for his firm to take a private-equity approach to public-equity investing, how he tries to be flexible in defining the situations he might find interesting, and why he sees unrecognized upside today in Academy Sports & Outdoors, Cannae Holdings, Valvoline, Euronext and Altus Group.

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By Extension

Anand Vasagiri, Beini Zhou, Artisan Partners

Artisan Partners' Beini Zhou and Anand Vasagiri explain where in the wide world of small caps they're finding more and less opportunity, how they’re betting today when it comes to man vs. machine in investing, and what they think the market is missing in M&C Saatchi, Mitra Adiperkasa, ATS Automation Tooling, Glenveagh Properties and Zuken.

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Strategy: China

The news flow from China has been less than bullish. Cause for alarm, or signal of opportunity?
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Uncovering Value: Commodities

Making the prospective case for a sector that has for some time been an investing wasteland.
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Editor's Letter

Honing the tools in your baloney-detection toolkit.
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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.