January 31, 2025

Inside This Issue


Old-Fashioned Value

Richard Pzena, Pzena Investment Management

Richard Pzena and Caroline Cai of Pzena Investment Management describe their vetting process for new ideas, a general market dynamic they’re trying to take advantage of, whether Boeing is currently attractive as a turnaround candidate, and what they think the market is missing in Humana, CVS Health, Alibaba and China Overseas Land & Investment.

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Taking What the Market Gives

Zeke Ashton, Ashton Capital

Ashton Capital’s Zeke Ashton explains what he considers to be the most important skills for an investor, how he prepares for market volatility, what two investment-related risks he doesn’t want to take, how his thinking has evolved on portfolio concentration, and why he sees unrecognized value in 4imprint, Nike, Accesso Technology and Central Securities.

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Uncovering Value: VTech

Bargain-hunting when a blue-chip market loses its luster.
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Uncovering Value: Platinum Group Metals

Focusing on supply over demand to find contrarian upside.
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Of Sound Mind

Toward a process for making consistently good decisions.
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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.