June 30, 2025

Inside This Issue


Quality Arbitrage

David Samra, Artisan Partners

David Samra, Tyler Redd and Amy Sheng of Artisan Partners describe how they look for better-than-average businesses trading at below-average prices, the types of turnarounds that have the best chances for success, and why they believe the market is mispricing Icon PLC, Sodexo, Groupe Bruxelles Lambert, Associated British Foods and Anhui Conch Cement.

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Refining the Recipe

Larry Pitkowsky, GoodHaven Capital Management

GoodHaven Capital Management’s Larry Pitkowsky and Artie Kwok explain how they turned around a period of poor performance, why there’s “magic” in finding businesses that are getting better, how their mindset around selling has changed, and why they currently see overlooked value in Vitesse Energy, Lennar, KKR & Co. and TerraVest Industries.

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Strategy: South Korea

Is a historically challenging market poised to become less so?
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A Fresh Look: CarMax

It's "show-me" time for this storied retailer of used cars.
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Uncovering Value: InPost

Making the case for fuller market credit where it's due.
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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.