March 31, 2026

Inside This Issue


Fuel for Thought

Arvind Sanger, Geosphere Capital; Stan Majcher, Hotchkis & Wiley; Cale Smith, Bastion Fiduciary

Subject experts Arvind Sanger, Stan Majcher and Cale Smith describe how they're navigating the – to put it mildly – evolving global energy-investing landscape, how they think about what's "normal," and why they believe the market is mispricing Vista Energy, BKV Corp., California Resources, Ovinitiv, Devon Energy and Enterprise Products Partners.

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Money Matters

Chris Davis, Pierce Crosbie, Davis Advisors; Derek Pilecki, Gator Capital

Chris Davis and Pierce Crosbie of Davis Advisors and Derek Pilecki of Gator Capital explain why they think they operate in a sector with less competition, how they’re processing the hot-button issue of private credit, what worries them the most, and why they're seeing unrecognized value in Capital One, Julius Baer, Ameriprise Financial and Voya Financial.

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Uncovering Value: Ryan Specialty

When sentiment shifts for a market darling from predominantly cheery to predominantly dour.
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Uncovering Value: Comcast

A high-profile business meets low investor expectations.
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Uncovering Value: Exor

Taking stock of a "bargain bin" investment portfolio.
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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.