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December 30, 2022

Cheap for a Reason

Bill Hench, First Eagle Investments

Bill Hench of First Eagle Investments describes his old-school process for generating ideas, where he’s spending incremental research time today, how he tries to keep “fresh eyes” on what he owns, why he accepts his performance will be volatile, and what he thinks the market is missing in Lithia Motors, Cars.com and Alpha & Omega Semiconductor.

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Picture of Health

Matthew Kamm, Artisan Partners

Betting on innovation in an industry sector less prone to macroeconomic disruption.

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Checks and Balances

A vivid reminder of risks in investing off the beaten path.

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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.