May 31, 2024

Inside This Issue

Great Expectations

George Davis, Scott McBride, Hotchkis & Wiley

George Davis and Scott McBride of Hotchkis & Wiley compare and contrast today’s market environment with the 1990s' Internet bubble, highlight industry sectors they believe are offering ample opportunity, detail a recent error of omission, and explain what they think the market is missing today in valuing APA Corp., Ericsson and U.S. Bancorp.

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Fundamentally Speaking

Nick Tompras, Alpine Capital Research

Nick Tompras, Tim Piechowski and Willem Schilpzand of Alpine Capital Research explain what sets their valuation discipline apart, what they concluded after a study of publicly traded asset managers, their take on the Berkshire Hathaway annual meeting, and why they believe Magna International, Liberty Global and Power Corp. of Canada are mispriced.

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Downside Detection

Daniel Barker, Eric Almeraz, Apis Capital; Tucker Golden, Solas Capital; Kris Medina, Medina Value Partners

Daniel Barker and Eric Almeraz of Apis Capital, Tucker Golden and Kincade Webster of Solas Capital, and Kris Medina, John Choi and Max Balzer of Medina Value Partners explain why they actively short, how their processes differ between shorts and longs, and why they’re not high on the prospects for Tongwei, U.S. Physical Therapy and Jamieson Wellness.

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Uncovering Value: Nu Holdings

Examining what attracted Berkshire Hathaway's attention in this upstart Latin American bank.
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Editor's Letter

Getting rich slowly versus getting poor quickly.
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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.