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August 30, 2019

Interesting Times

Dan Davidowitz, Polen Capital; Glenn Welling, Engaged Capital; Christopher Kiper, Legion Partners; Adam Schwartz, Sean Huang, FM First China Fund

Dan Davidowitz, Glenn Welling, Christopher Kiper, Adam Schwartz and Sean Huang describe how they're navigating today's "interesting" investment environment and why they consider Gartner, Hain Celestial, Rent-A-Center, Primo Water, SurveyMonkey, Anhui Gujing Distillery and Central China Real Estate to be appropriate all-weather opportunities.

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Early Days

Daniel Malan, Perspective Investment Management

After a significant run, how have Daniel Malan’s views on this gold miner’s stock evolved?

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On Changing Your Mind

The virtues of being willing and able to change your mind.

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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.