June 30, 2023

Inside This Issue

Staying Grounded

Clyde McGregor, Michael Nicolas, Oakmark Funds

Clyde McGregor and Michael Nicolas of Harris Associates describe what’s changed in how they assess management, what aspects of business quality matter most to them, why the fixed-income side of their portfolio has gotten more interesting, and why they see unrecognized value in Capital One, KKR & Co., Intercontinental Exchange and Lithia Motors.

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Head Start

Tucker Golden, Solas Capital

Tucker Golden, Andreas Backstrom and Kincade Webster of Solas Capital explain how they try to preserve independent thought in their research, why they target situations with non-economic trading, why they shun crowded shorts, and why they believe NFI Group, Natural Resource Partners, Ardagh Metal Packaging, Shimano and Interroll are mispriced.

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Uncovering Value: PayPal

It's been absent from this year's tech-stock rebound. Is the market's dour outlook overdone?
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Uncovering Value: NewtekOne

Making the investment case for an off-the-radar, Joel Greenblatt-style "special situation."
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Of Sound Mind

"Being smart is mostly great," but it's good to keep in mind how it can also lead investors astray.
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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.