July 31, 2024

Inside This Issue


Persistence Pays

Matthew McLennan, Kimball Brooker, First Eagle Investments

Matthew McLennan and Kimball Brooker of First Eagle Investments describe how they build resilience into their portfolios, why they think that's particularly important today, why they tend to be slow to trade, their latest thoughts on owning gold, and what they think the market is missing today in Haleon, Shimano, Itaúsa, Douglas Emmett and ONEOK.

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Points of Inflection

Eric Andersen, Western Standard Partners

Western Standard Partners’ Eric Andersen, Jason Sohal and Forest Zhang explain why they don't run into a lot of other investors when visiting companies, why they still actively short, the key lesson learned from an idea gone wrong, and why they see unrecognized value today in Hilton Food Group, Becle, Stroeer, Bristow Group and CompuGroup Medical.

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Strategy: Firstlight

Taking a unique, best-ideas-only approach and finding upside today in Knife River and Sotera.
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Strategy: Lessons

An investing great counsels why you can't "set it and forget it."
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A Fresh Look: Accenture

Asking with a favored holding "how could we be wrong?"
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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.