June 30, 2022

Inside This Issue

Ports in a Storm

Stephen Goddard, Samuel Hutchings, The London Company

Stephen Goddard and Samuel Hutchings of The London Company describe their long-standing – and highly relevant today – focus on downside protection, how they emphasize balance sheets in arriving at a company's worth, and why they think the market is mispricing Nintendo, Starbucks, Fidelity National Information and Air Products & Chemicals.

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Point of Clarification

Peter Keefe, Avenir Corp.

Avenir Corp.’s Peter Keefe, James Rooney and James Emanuelson explain how they curate their investing watchlist and what’s on it today, how they knock managers “off the script” during company discussions, when and why they reluctantly sell, and why they see unrecognized value today in DigitalBridge, Lockheed Martin, Amazon.com and Microsoft.

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Uncovering Value: WestRock

Has the market's extreme indifference to this paper and packaging giant gone too far?
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A Fresh Look: Yum China

Arguing that the derailed bull case for this company's stock may very well be back on track.
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Strategy: Growth vs. Value

Taking exception to arguments for growth's superiority over value as an investment style.
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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.