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Welcome to Value Investor Insight |
| A wise investor once said: "If you don't keep learning, other people will pass you by." Value Investor Insight is for investors who want both actionable investment ideas and continuously thoughtful insight on how to become more successful investors. Read As A Free Trial » |
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| Issue Highlights: June 30, 2009 |
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| INVESTOR INSIGHT |
| Abhay Deshpande, Matthew McLennan |
| Eveillard successors describe how "humility, flexibility and patience" drive their strategy, why rapid trading is a positive, why gold "in the dirt" can be less expensive, and why they think Fanuc, Cintas, Astellas and Pargesa are mispriced. |
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| INVESTOR INSIGHT |
| Martin Whitman |
| Value investing pioneer explains the ins and outs of troubled-company investing, what he's learned from the crisis, why he's critical of short sellers, and why he has such a large stake in Hong Kong-based holding companies. |
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| STRATEGY: Activism |
| Spotlight Capital founder describes what's unique about his activist style and why he sees untapped value in HRPT Properties and Convergys.
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| A FRESH LOOK |
| Carlo Cannell recounts how he managed the short idea he gave us a year ago and where he sees a similar opportunity for downside today. |
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| EDITORS' LETTER |
| Feel perfectly free to bash efficient markets theory ... but don't get carried away. |
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| OTHER COMPANIES IN THIS ISSUE |
| Bic, Cheung Kong Holdings, Chico’s, Deltic, Essilor, Forest City, GMAC, Groupe Bruxelles Lambert, Henderson Land, Lafarge, MBIA, Neopost, Nestlé, Plum Creek, Rayonier, Sanofi-Aventis, Sealy, Shimano, Total, Wharf Holdings, Wheelock |
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