March 31, 2022

Inside This Issue

Misperception vs. Reality

Ricky Sandler, Eminence Capital

Ricky Sandler of Eminence Capital explains how he gauges the prevailing investor perception on a stock, why he’s been so heavily engaged on the short side in recent months, why he’s put so much emphasis on culture in building his firm, and why he sees unrecognized value today in Zillow, New Relic, Exact Sciences and a number of cannabis-related stocks.

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Collective Experience

Bob Wyckoff, Tweedy, Browne Co.

Members of Tweedy, Browne Co.’s investment team describe what’s reminiscent about today’s investing environment and unsettling times in the past, the quantitative indicator on which they’re putting increased emphasis, why their portfolio cash is at historically low levels, and why they see mispriced value in Industrias Bachoco, Haitian, FMC and Rubis.

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A Fresh Look: Netflix

Pondering whether the market's sharp U-turn on the company's prospects is deserved.
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A Fresh Look: Aéroports de Paris

Is this infrastructure travel-recovery play over, or still in a position to gain plenty of altitude?
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Editor's Letter

Better to think through now how to respond when a stock tanks than in the heat of the moment.
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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.