October 31, 2024

Inside This Issue


Power in Combination

Dan O’Keefe, Michael McKinnon, Artisan Partners

Artisan Partners’ Dan O’Keefe and Michael McKinnon describe the tension they see today between opportunities in the U.S. versus those in Europe, the typical kind of value-investing idea they’ve lost confidence in, the one Chinese stock they consider too cheap too ignore, and why they think Philips, Henry Schein, Charles Schwab and Snap-On are undervalued.

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Standout Performers

Rob Marshall-Lee, Cusana Capital

Rob Marshall-Lee and Ben Smith of Cusana Capital explain how they separate the wheat from the chaff in emerging markets, why they’re so high on the investment prospects in India, what opportunities they see related to AI, and why they expect high compounding value in Contemporary Amperex Technology, Sea Ltd., Phu Nhuan Jewelry and Titan Co.

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Uncovering Value: Manchester United

Storied pro sports franchises are rarely offered at a discounted price. Is this an exception?
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Uncovering Value: Medpace

Even the best companies hit rough patches. Does this one's signal opportunity or risk?
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Of Sound Mind: Essential Qualities

Trying to answer a tough question: "What are the essential qualities of a great equity investor?"
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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.