What's in the Latest Issue?
Changing Landscape
Brandes Investment Partners’ Gerardo Zamorano describes how investing in emerging markets has changed over the years, why he follows regular bouts of negativity in pursuit of ideas, the unique valuation approach his team follows, and why he sees mispriced value in Millicom International, NetEase, Trip.com, Alibaba and Nova Ljubljanska Banka.
Planned Engagement
Alexis Michas and John Bartholdson of Juniper Investment Company explain their particular approach to activist investing, the defining characteristics of companies that interest them, the multiple approaches they take in estimating fair value, and why they're keen today on the prospects for Orthofix Medical, LSI Industries and Lincoln Educational Services.
Strategy: Capital Cycles
An update on a long-term investment approach that has been quite relevant and profitable.
Uncovering Value: Harley-Davidson
Could now be the time for a long-awaited turnaround?
Of Sound Mind
From history, where investment speculation has gone terribly wrong.
Investment Highlights
Altius Minerals, Harley-Davidson, Saga, Alibaba, Lincoln Educational Services, LSI Industries, Millicom International Cellular, NetEase, Nova Ljubljanska Banka, Orthofix Medical, Trip.com
Other Companies in this Issue:
Hafnia, Hikari Tsushin, International Seaways, LiveWire, Marathon Petroleum, Micron Technology, Noble, Phillips 66, Samsung Electronics, Sibanye-Stillwater, SK Hynix, Tidewater, Valero Energy, Allient, Artivion, Bioventus, Cemex, Fibra Uno Administracion, Globant, JBS, ProLogis Property Mexico, ZTO Express