September 30, 2026

Inside This Issue


Thinking Like an Owner

Andy Means, John Watkins, Baird Trust

Andy Means and John Watkins of Baird Trust describe why they concluded years ago that “this time” actually was different for value investors, how they’ve learned to better let their winners run, why patience can be both a blessing and a curse, and what they think the market is currently missing in Uber Technologies, Copart, Amazon.com and Progressive.

Read More


Play Your Own Game

Jeff Bronchick, Cove Street Capital

Cove Street Capital’s Jeff Bronchick explains why he likes to invest in both “Graham” and “Buffett” ideas, which type of idea is more prevalent in his portfolio today, how he’s refined his opportunity set over time, how he's simplified his professional investing life, and why he thinks Eagle Materials, Viemed Healthcare, N-able and Clarivate are mispriced.

Read More


Uncovering Value: Albany International

The market can err in valuing companies with disparate businesses. Might that be true here?
Read More

Uncovering Value: CDW

Asking whether the quality of this business is better than what's reflected in its share price.
Read More

Uncovering Value: Altus Group

Assessing the potential upside in a back-to-basics strategy piloted by a returning CEO.
Read More

Register to View Our Free Sample Content

 


Who's Behind VII?

John Heins, Co-Founder, Editor-in-Chief
Project Image

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.