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August 31, 2018

With Intent

Tucker Golden, Solas Capital

Solas Capital's Tucker Golden describes how non-economic buyers and sellers can create investment opportunity, what aspect of his investment process makes it more fulfilling, how he looks for short ideas over lunch, how his views on sale timing have evolved, and why he believes Natural Resource Partners, NFI Group and McCormick are mispriced. 

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Alternative Alternative

Connor Browne, Thornburg Investment

Connor Browne and Bimal Shah of Thornburg Investment Management describe how and why they strive for balance on the long and short sides of their portfolio, how the perceived "threat of Amazon" can provide fertile ground for ideas, why they're bullish on US Foods, and why they see challenges ahead for Plantronics and Computer Programs & Systems.

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Teachable Moments

Another lesson for investors from a faded blue-chip stock.

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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 the C.T. Fitzpatrick Professor of Value Investing at the University of Alabama.