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May 30, 2021

Inside the Current Issue

Logical Conclusions

James Tringas, Bryant VanCronkhite, Wells Fargo Asset Management

Bryant VanCronkhite and James Tringas of Wells Fargo Asset Management describe how they take a balance-sheet-first approach to analyzing companies, the company transitions they think the market is slow to recognize, and why they see mispriced value in Yum China, Stanley Black & Decker, Euronet Worldwide, Reynolds Consumer Products and Carlisle.

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Follow the Leader

Sean Stannard-Stockton, Ensemble Capital

Ensemble Capital’s Sean Stannard-Stockton, Arif Karim and Todd Wenning explain why they think the highest-quality businesses can often be mispriced, the three main investment traps they look to avoid, the macro trend even macro-agnostic investors should heed, and why they see unrecognized upside today in Home Depot, NVR, Masimo and Netflix.

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Uncovering Value: Altria

Has the market gone too far in pricing in the secular decline of the company's business?
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Uncovering Value: Performant Financial

Making the case that well-hidden value inside the company is about to become more visible.
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Editor's Letter

A rousing endorsement for fundamental equity investing.
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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 the C.T. Fitzpatrick Professor of Value Investing at the University of Alabama.