July 31, 2019

Inside This Issue

Taking Action

Benjamin Nahum, Neuberger Berman

Neuberger Berman’s Benjamin Nahum explains the top investor behavioral biases he tries to exploit, why he’s more activist in his approach, the leading impetus for a number of his sells, why he's made his portfolio less concentrated, and what he thinks the market is missing in Verint Systems, FireEye, Nuance Communications and Oil States International.

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Club, Glue and Platform

Laura Geritz, Rondure Global Advisors

Laura Geritz of Salt Lake City's Rondure Global Advisors describes the thematic “neighborhoods” she’s finding most attractive around the world today, which country she considers fertile ground for value, which country she considers fertile ground for value traps, and why she sees unrecognized upside in Radico Khaitan, Philippine Seven, ABC-Mart and Puma.

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Strategy: Japan

On navigating a difficult market that also happens to be ripe with potential opportunity.
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Uncovering Risk: SolarEdge

Is it a mistake here to rely on the past being prologue?
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A Fresh Look: Designer Brands

An evolving retail story that's falling on deaf investor ears.
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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.