June 30, 2015

Inside This Issue


Business, People, Price

Staley Cates, Southeastern Asset Management

Southeastern Asset Management’s Staley Cates, Scott Cobb, Manish Sharma, Josh Shores and Ken Siazon offer advice to investors looking to step up their international game, describe universal reasons why stocks can be mispriced, and explain what they think the market is missing today in Melco International, Adidas, Exor and Cheung Kong Property.

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Well Traveled

Andrew Foster, Seafarer Capital Partners

Andrew Foster of Seafarer Capital Partners explains how he walks the line between value and growth in investing in emerging markets, why he cares about dividends, why his tolerance is higher for imperfect political and corporate-governance environments, and why he sees unrecognized value today in OdontoPrev, Xinhua Winshare, Texwinca and Sindoh.

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Uncovering Value: Uni-Select

Why its latest corporate “event” may signal a classic addition-by-subtraction opportunity.
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Of Sound Mind

Examining what sets the superior decision-maker apart from his or her run-of-the mill peers.
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Editors’ Letter

Catching up on an ambitious attempt from 1989 to identify “The New Warren Buffetts.”
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Who's Behind VII?

John Heins, Co-Founder, Editor-in-Chief
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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.