August 31, 2022

Inside This Issue

Patient Capital

David Nierenberg, Nierenberg Investment Management

Nierenberg Investment Management’s David Nierenberg and Damon Benedict explain why they at times think differently about time horizon, why they’re sticking with some multi-bagger investments, how they've grown more skeptical of long-term management guidance, and why they see mispriced upside today in Mr. Cooper Group, Fluor and Potbelly.

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Zeroing In

Will Brennan, Long Path Partners

Will Brennan and Ted Keith of Long Path Partners describe the strict standards they have for populating their investing wish list, why they think the current market environment plays to their strengths, what industries have become more interesting of late, and why they see unrecognized value today in Alkami Technology, Enento Group and Altus Group.

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Getting Real

Will Thomson, Chip Russell, Massif Capital

Will Thomson and Chip Russell of Massif Capital describe how their real-asset strategy stacks up against common ESG-focused approaches, why they think traditional investor views on the energy, materials and industrials sectors are outdated, and what they think the market is missing in Siemens Energy, Equinox Gold and Polaris Renewable Energy.

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Uncovering Value: KKR

Is heightened near-term concern masking its expanded and more-resilient earnings power?
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Strategy: Lessons

A "renaissance-man" investor reflects on lessons from 25 years as a portfolio manager.
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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.