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January 31, 2019

In Focus

Alexander Roepers, Atlantic Investment Management

Alexander Roepers, Rossana Ivanova, Andrew Black and Toni Bujas of Atlantic Investment Management describe how they execute their brand of "constructive activism," what they learned from a big mistake last year, what portfolio-management tactic generates alpha for them, and why they consider G4S, Atos, Oshkosh and Avnet to be mispriced.

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A Street Paved with Gold?

Clifford Sosin, CAS Investment Partners 

Making the intriguing, if naturally speculative, case for Carvana as a potential investment multi-bagger. 

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Sharpening the Axe

How "long-lived, broadly applicable wisdom" can provide a competitive investing advantage.

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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.