January 31, 2023

Inside This Issue

Priced to Move

Joel Tillinghast, Samuel Chamovitz, Morgen Peck, Fidelity Investments

Joel Tillinghast, Samuel Chamovitz and Morgen Peck of Fidelity Investments describe how they see neglect translating into opportunity, why difficult market environments can work to their advantage, why they hold as many positions as they do, and why they see mispriced value in Concentrix, JD Sports Fashion, DCC Plc, GrafTech and Daiwa Industries.

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From the Ground Up

Whitney George, Sprott

Sprott Inc.’s Whitney George, John Ciampaglia, John Hathaway, Matthew Haynes and Per Jander explain the key global macroeconomic shifts that have prompted them to broaden and deepen their focus on real-asset investing and describe why they're finding upside today in Sprott Uranium Miners ETF, Equinox Gold, Schnitzer Steel and Marcus & Millichap.

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Uncovering Value: FactSet

Seeing upside in a great business on the expectation that it's getting incrementally better.
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Uncovering Risk: Hess

Is the optimism built into this energy company's stock well ahead of its actual prospects?
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A Fresh Look: Scotts Miracle-Gro

Frustration is not a reason to give up if value is still there.
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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.