August 31, 2023

Inside This Issue

Driving a Hard Bargain

Álvaro Guzmán, Fernando Bernad, Azvalor Asset Management

Álvaro Guzmán and Fernando Bernad of Azvalor Asset Management describe the market tendency they believe regularly creates opportunity, how they gain conviction to go where other investors fear to tread, the industry sectors they consider most interesting today, and why they see mispriced value in Suzano, Petra Diamonds, Grifols and Arch Resources.

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Smoothing Out the Bumps

Chris Pavese, Broyhill Asset Management

Broyhill Asset Management’s Chris Pavese explains which “speed bumps” companies hit that are more likely to attract his attention, how he processes the risks and opportunities from disruption in certain top holdings, the thematic hedge he’s employing today, and why he believes Universal Music, Dollar General, Nintendo and Philip Morris are mispriced.

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From the Top: Potbelly

CEO Robert Wright on building a constructive relationship with shareholders.
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Uncovering Value: Oil Tankers

If this time is different, these stocks look quite cheap.
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Editor's Letter

Value investors’ potential edge in taking time to actually reflect and think.
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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.