November 27, 2019

Inside This Issue

Sources of Value

Paul Espinosa, Andrew Foster, Seafarer Capital Partners

Seafarer Capital’s Andrew Foster and Paul Espinosa describe how they believe emerging-markets investing has changed, the seven “sources of value” they expect to be unlocked in target companies, how they’re processing events in Hong Kong and China, and why they see unrecognized value in Shangri-La Asia, Moneta Money Bank and HRnetGroup.

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Due Diligence

Jon Gattman, Cloverdale Capital 

Jon Gattman of Dallas-based Cloverdale Capital Management explains how his opportunity set is tailored to his research process, why he puts as much emphasis as he does on shorting, why he’s so attuned to management incentives and motivations, and what he thinks the market is getting wrong about Drive Shack, Addus HomeCare and American Software.

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On Balance

John Crawford, Crawford Investment Counsel 

John Crawford, Boris Kuzmin, Jon Christiansen, Aaron Foresman and Douglas Asiello of Crawford Investment describe why they put so much emphasis on dividends, the types of small caps they think the market often overlooks, the pros and cons of working in a family business, and why they see mispriced value in Brinker, Hackett Group and nVent Electric.

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Uncovering Value: Philip Morris

Might the rise of socially responsible investing be creating opportunities in "vice" stocks?
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Uncovering Value: Tower Semiconductor

A low-profile bet on some high-profile technology trends.
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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.