September 30, 2023

Inside This Issue

Value to the Core

Andrew Wellington, Lyrical Asset Management

Lyrical Asset Management's Andrew Wellington and Matthew Mangiacotti describe how they identify "gems amid the junk," how they think about disruption threats, why they find the current equity market frustrating but not depressing, and why they see materially mispriced value in United Rentals, Global Payments, TD Synnex, Expedia and Ameriprise.

Read More

Nothing Ventured, Nothing Gained

John Barr, Needham Asset Management

Needham Funds' John Barr explains how and why he targets what he considers "hidden compounders," how he’s learned to hold on to them even when they’re less hidden, where he looks for downside protection, why he considers himself so lucky to do what he does, and what he thinks the market is missing in PDF Solutions, Nova, Aspen Aerogels and Vicor.

Read More

Strategy: Emerging Markets

Where an expert sees opportunity in "a whole universe that has become a value universe."
Read More

A Fresh Look: Altus Group

Contemplating the impact of a possible macro headwind.
Read More

A Fresh Look: Anheuser-Busch InBev

How to react when out-of-the-blue controversy comes along.
Read More

Register to View Our Free Sample Content


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.