April 30, 2024

Inside This Issue

First Principles

Alex Captain, Cat Rock Capital

Alex Captain of Cat Rock Capital describes what he looks for in trying to identify "outlier" companies, how he narrows a broad global opportunity set, why he believes that in investing “god and the devil are in the details,” the key lessons learned from a large mistake, and what he thinks the market is missing in Softcat, Docebo, Cettire, Kaspi and Semrush.

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Away from the Crowd

Jonathan Tanne, Tangible Investment Management

Tangible Investment Management's Jonathan Tanne explains the unique makeup of his concentrated portfolio, how he “pulls on threads” to uncover potential ideas, some of the key ways he’s evolved his strategy since his firm's launch in 2012, and why he sees unrecognized upside in Stellantis, Golar, SBM Offshore, OSB Group and Halyk Savings Bank.

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Strategy: Smead International Value

Finding fertile ground in non-U.S. ideas such as Bawag, Cenovus Energy and Pandora.
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Uncovering Value: Warrior Met Coal

A prospective growth story in a particularly unlikely place.
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A Fresh Look: Super Micro Computer

How to respond when you catch lightning in a bottle.
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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.