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October 31, 2019

Standing Out

Dev Kantesaria, Valley Forge Capital

Valley Forge Capital’s Dev Kantesaria explains which business-quality hurdle is often the toughest for potential investments to clear, why he prefers U.S.-traded companies, the macroeconomic factor he pays the most attention to, why his cash level today is different than normal, and why he sees unrecognized value in Moody’s, Fair Isaac, Visa and Intuit.

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Rumble in the Jungle

Mario Cibelli, Marathon Partners

Value investors smell fire and often move toward it. Is that a good idea in this particular case?

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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.