November 30, 2021

Inside This Issue

High Time

Yen Liow, Aravt Global; C.T. Fitzpatrick, Vulcan Value Partners; Christopher Smith, Artisan Partners; Dev Kantesaria, Valley Forge Capital Management; Andrew Brenton, Turtle Creek Asset Management

Time-tested investors Yen Liow, C.T. Fitzpatrick, Christopher Smith, Dev Kantesaria and Andrew Brenton describe the opportunities and challenges they see in today’s investing environment, how they stay prepared for adversity, and why they believe current holdings Five Below, Curtiss-Wright, Zoetis, Fair Isaac and Jen-Weld deserve particular mention.

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Standing Tall

Arman Gokgol-Kline, Trevor Magyar, Chase Sheridan, Ruane Cunniff & Goldfarb

Ruane, Cunniff & Goldfarb’s Arman Gokgol-Kline, Trevor Magyar and Chase Sheridan explain why they’re okay with spending months on a potential idea that might go nowhere, how they’ve tried to upgrade a venerable strategy and process, and why they see mispriced value in Charles Schwab, Universal Music, CarMax and Intercontinental Exchange.

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Strategy: Payoff

Many investors emphasize hitting for average over hitting for power. Why Christopher Smith argues that emphasis is misguided.
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Uncovering Value: Cadre

“If you’re picking a jockey to bet on, this would seem to be a pretty good choice.”
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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.