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May 31, 2024

Great Expectations

George Davis, Scott McBride, Hotchkis & Wiley

George Davis and Scott McBride of Hotchkis & Wiley compare and contrast today’s market environment with the 1990s' Internet bubble, highlight industry sectors they believe are offering ample opportunity, detail a recent error of omission, and explain what they think the market is missing today in valuing APA Corp., Ericsson and U.S. Bancorp.

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Fundamentally Speaking

Nick Tompras, Alpine Capital Research

Nick Tompras, Tim Piechowski and Willem Schilpzand of Alpine Capital Research explain what sets their valuation discipline apart, what they concluded after a study of publicly traded asset managers, their take on the Berkshire Hathaway annual meeting, and why they believe Magna International, Liberty Global and Power Corp. of Canada are mispriced.

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“A Snowball at the Top of a Hill”

Andrew Hollingworth, Holland Advisors

Examining what attracted Berkshire Hathaway's attention in this upstart Latin American bank.

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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.