February 27, 2025

Inside This Issue


Undue Pressure

Steve Morrow, Alexander McLean, NewSouth Capital Management

Steve Morrow, Alexander McLean, Michael Bailey, Andrew Rutlin and Paul Shifflet of NewSouth Capital Management describe why they invest across the business-quality spectrum, how they think through problematic portfolio positions, and what they think the market is missing in NICE Ltd., LKQ Corp., FirstCash Holdings, Avantor and Thermon Group.

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In Their Prime

Daniel Bakalarz, Alex Furmanski, Unison Asset Management

Unison Asset Management’s Daniel Bakalarz and Alex Furmanski explain why they believe even the most highly regarded companies can be great value investments, why Berkshire Hathaway is a top-three portfolio position, why their holding in cash has been rising, and why they see unrecognized value in Deere, Alphabet, Elevance Health and Nu Holdings.

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Uncovering Value: IBP

Is short-term cyclicality creating opportunity in this unique long-term compounder?
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Uncovering Value: Insiders

On Tweedy, Browne's new strategy targeting cheap stocks.
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A Fresh Look: ASML

Parsing the ample news flow around this tech juggernaut.
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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.