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October 31, 2023

Sense and Sensibility

Arvind Sanger, Geosphere Capital Management

Geosphere Capital Management’s Arvind Sanger explains how he's investing in “sensible” energy transition, what it takes to successfully invest in cyclical companies, why he’s less than enthusiastic about U.S. shale, and why he's finding unique opportunity today in uranium, National Energy Services, Weatherford, Gulfport Energy and Hudbay Minerals.

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On the Field

Ryan Dobratz, Quentin Velleley, Jason Wolf, Third Avenue Management

Where three specialists are picking their spots in a turbulent and diverse global sector.

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A Wall Streeter’s Life Lessons

A list of life lessons from one of Wall Street's class acts.

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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 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.