October 31, 2023

Inside This Issue

Worthy of Attention

Marcel Houtzager, Nikhil Rastogi, Kabouter Management

Marcel Houtzager and Nikhil Rastogi of Kabouter Management describe the character traits most helpful when investing in small international companies, the various forms of neglect they often see creating mispricings, how they help companies be "discovered," and why they see unrecognized upside in Lectra, Alpha Group, Zuken, CRE and Anicom.

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Sense and Sensibility

Arvind Sanger, Geosphere Capital Management

Geosphere Capital Management’s Arvind Sanger explains how he's investing in “sensible” energy transition, what it takes to successfully invest in cyclical companies, why he’s less than enthusiastic about U.S. shale, and why he's finding unique opportunity today in uranium, National Energy Services, Weatherford, Gulfport Energy and Hudbay Minerals.

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Strategy: Real Estate

Where three specialists are picking their spots in a turbulent and diverse global sector.
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Uncovering Risk: Rollins

Are there flies in the sugar bowl for this pest-control stalwart?
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Editor's Letter

A list of life lessons from one of Wall Street's class acts.
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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.