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April 30, 2021

Closing the Gap

Arnaud Ajdler, Engine Capital

Arnaud Ajdler and Brad Favreau of Engine Capital describe why they don’t start out screening for cheap stocks, how they try to foster constructive conversations with the management and boards of companies they’ve targeted for activism, and why they're seeing mispriced value in CACI International, MTY Food Group and Houghton Mifflin Harcourt.

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Exclusive Property

David Kirshenbaum, Baron Funds

Opportunities in a sector where it’s particularly hard to decipher what “normal” will look like.

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Back to Basics

Getting down to brass tacks when it comes to SPACs.

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Who's Behind VII?

John Heins, Co-Founder, Editor-in-Chief
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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.