December 31, 2021

Inside This Issue

Changing the Narrative

Stan Majcher, Hunter Doble, Hotchkis & Wiley

Hotchkis & Wiley’s Stan Majcher and Hunter Doble describe their underlying investment rationale for being contrarian, why they don’t believe in value traps, why they have the exposure they do to energy and financials, and what they think the market is missing today in Kosmos Energy, Popular, Fluor, CNH Industrial and American International Group.

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Playing the Field

Chris Bloomstran, Semper Augustus Investments

Christopher Bloomstran of Semper Augustus Investments explains the early lesson he learned from investing in Ross Stores, how his portfolio positions have rotated over the past 18 months, why he thinks the margin of safety in gold miners is so high, and why he sees mispriced value in Dollar Tree, Berkshire Hathaway, HollyFrontier and Valero Energy.

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A Fresh Look: Mark Oelschlager

Checking in for an update with someone who saw so well through uncertainty a year ago.
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Uncovering Value: Scotts Miracle-Gro

Its recently hot stock has cooled considerably. Are more fertile times ahead for shareholders?
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Of Sound Mind

Expert advice on playing your best hand as a decision-maker.
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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.