May 30, 2021

Inside This 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
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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.