July 28, 2023

Inside This Issue

After the Fall

Chris Kiper, Legion Partners

Legion Partners’ Chris Kiper, Sagar Gupta, Ted White and Susan Xu describe the multiple layers of their activist engagements, the key indicators that they’ve overstayed their welcome, their advice for management when an activist comes calling, and why they see unrecognized value in Primo Water, Garrett Motion, DigitalBridge, Nutanix and Clear Channel.

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Mean Aversion

Stephen Arnold, Aoris Investment Management

Stephen Arnold, Delian Entchev and Alfred Tadros of Aoris Investment Management explain the various ways in which they try to minimize investment disappointment, why they spend so much time assessing companies’ cultures, why they own only 15 stocks at a time, and why they see mispriced value in Accenture, Amphenol, LVMH, Copart and Cintas.

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A Fresh Look

Here's how their proponents have responded to big and rapid share-price gains in Potbelly and Installed Building Products.
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Uncovering Value: Bunge

What if inflation isn't as firmly in the rear-view mirror as many investors seem to think?
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Who's Behind VII?

John Heins, Co-Founder, Editor-in-Chief
Project Image

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.