October 31, 2022

Inside This Issue

Getting the Story

David Poppe, Giverny Capital Asset Management

David Poppe of Giverny Capital Asset Management describes his unique path to becoming an investor, how he’s processing the macro concerns challenging today’s markets, where he thinks investors are being indiscriminate in their judgment, and why he sees mispriced value in CarMax, Installed Building Products, Ashstead Group and M&T Bank.

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Change for the Better

Chris Colvin, Breach Inlet Capital

Breach Inlet Capital’s Chris Colvin describes why he thinks companies going through transformations are more likely to be mispriced, how he’s evolved his strategy and process since starting his firm, why he thinks his field of play is more attractive than usual, and why he's high on the prospects for Liberty Braves, International Money Express and Tiptree.

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Far Afield

Pavel Begun, 3G Capital

Pavel Begun and Cory Bailey of 3G Capital Management describe how “doom and gloom” translates into investment opportunity, how they research far-afield companies, how they manage risks investing in ostensibly dicey markets, and what they think the market is missing in Excellence Commercial Property, Victoria’s Secret and LSL Property Services.

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Uncovering Value: IWG

The case for a commercial real estate beneficiary of changes in how and where people work.
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Editor's Letter

Reinterpreting so-called YOLO "investing"; For short selling, a hat tip in appreciation.
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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.