March 31, 2021

Inside This Issue

New World Order

Danton Goei, Davis Advisors

Davis Advisors' Danton Goei, Sobby Arora and Pierce Crosbie describe why they expect Asia – and particularly China – to be primary areas of investment focus for a long time, why they believe the rebound in financials has room to run, and why they think the market is mispricing DBS Group Holdings, Alibaba, New Oriental Education and Capital One.

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A Step Ahead

Randy Baron, Pinnacle Associates

Randy Baron of Pinnacle Associates explains how various levels of dislocation can often translate into investment opportunity, why be believes now is a particularly interesting time to be investing in the United Kingdom, why he remains positive about active management, and what he thinks the market is missing today in Eros STX, MiX Telematics and Amyris.

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Strategy: Mark Cohen

Investing with a style that puts conviction – and intestinal fortitude – regularly to the test.
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Uncovering Value: Equity Commonwealth

Standing alongside a legendary investor as he patiently waits for the best pitches to hit.
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Editor's Letter

A reminder not to assume too easily with hindsight that you knew more than you actually did.
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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.