September 30, 2024

Inside This Issue


No Compromises

Dev Kantesaria, Valley Forge Capital Management

Dev Kantesaria of Valley Forge Capital Management describes what he considers the key characteristics of compounders, why he currently holds only eight stocks, why none of those stocks is a member of the “Magnificent Seven,” why he's such an inactive trader, and what he thinks the market is missing in ASML Holding, S&P Global, Intuit and Mastercard.

Read More


Anti-Fragility

Ben Beneche, Ramesh Narayanaswamy, Tourbillon Investment Management

Tourbillon Investment Management’s Ben Beneche and Ramesh Narayanaswamy explain the primary attributes of the durable businesses they want to invest in, the industry sectors they’re finding particularly interesting today, and why they see mispriced value in Genky DrugStores, Pason Systems, Fielmann Group, Svenska Handelsbanken and Admiral Group.

Read More


Uncovering Value: Nutrien

Assessing opportunity in a notoriously cyclical but reliably in-demand business over time.
Read More

Uncovering Value: Hub Group

Seeing beyond today's industry dynamics to find much brighter prospects on the horizon.
Read More

Editor's Letter

Driving carefully in a seemingly full-speed-ahead market.
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.