February 28, 2023

Inside This Issue

Finding Your Niche

Michael Cook, Phillip Cook, SouthernSun Asset Management

Michael and Phillip Cook of SouthernSun Asset Management describe why they typically favor niche-y businesses, what tends to be going on that can make an idea interesting to them, how they believe they’ve improved their investment process over the years, and what they think the market is missing in Watsco, Dycom Industries and U.S. Physical Therapy.

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Independence of Mind

David Iben, Kopernik Global Investors

Kopernik Global Investors’ David Iben and Alissa Corcoran explain why they cast such a wide net for inefficiently priced stocks, why they’re focused on companies with scarce and in-need assets, what trait they consider non-negotiable to be a good investor, and why they’re high today on the prospects for Golden Agri-Resources, KT Corp. and Seabridge Gold.

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Changing Hands

Ravee Mehta, Nishkama Capital

Ravee Mehta of Nishkama Capital describes how he tries to gain an “empathetic edge” in his investments, how he balances what might be considered growth stocks with what might be considered value stocks, why he doesn't target frauds, fads and terminal cases on the short side, and why he thinks the market is mispricing Flex, Five9, Alteryx and Alphabet.

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Uncovering Value: White Mountains

Storied pasts don't always indicate bright futures – making the case that this firm has both.
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Editor's Letter

Lessons from a recent riches-to-rags investment; The virtues of having a high-grade partner.
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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.