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October 31, 2022

Getting the Story

David Poppe, Giverny Capital Asset Management

David Poppe of Giverny Capital Asset Management describes his unique path to becoming an investor, how he’s processing the macro concerns challenging today’s markets, where he thinks investors are being indiscriminate in their judgment, and why he sees mispriced value in CarMax, Installed Building Products, Ashstead Group and M&T Bank.

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Change for the Better

Chris Colvin, Breach Inlet Capital

Breach Inlet Capital’s Chris Colvin describes why he thinks companies going through transformations are more likely to be mispriced, how he’s evolved his strategy and process since starting his firm, why he thinks his field of play is more attractive than usual, and why he's high on the prospects for Liberty Braves, International Money Express and Tiptree.

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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.