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February 29, 2024

Worth the Time

Murray Stahl, Horizon Kinetics

Murray Stahl of Horizon Kinetics describes how his strategy and process drive him toward “less-researched and less frequently trafficked investments,” his current provocative views on China and the Magnificent Seven, why he remains a long-term bull on bitcoin, and what he thinks the market is missing in PrairieSky, Mesabi Trust, CACI, and Urbana Corp.

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Lying in Wait

Alexander Roepers, Atlantic Investment Management

Atlantic Investment Management’s Alex Roepers, Kristian Gevert, Andrew Black and Daniel Griffith explain why they strictly narrow their opportunity set, how they scale in and out of positions, why they decided to stop shorting, and what they think the market is missing today in Wesco International, Rexel, Eastman Chemical, Aker Solutions and Niterra.

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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.