April 30, 2022

Inside This Issue

A World Apart

Brett Moshal, Alex Bowles, Orbis Investments

Orbis Investments’ Brett Moshal and Alex Bowles explain why Japan is a good market for active value investors, why they’re not as pessimistic about corporate governance as they once were, the macro risks they consider most top of mind, and why they see uniquely mispriced upside in Yamato Kogyo, Daiwa House, Inpex and Japan Petroleum Exploration.

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Right Place, Right Time

James Davolos, Horizon Kinetics

James Davolos of Horizon Kinetics describes what he thinks investors are missing about inflation, the types of businesses he expects to thrive in an inflationary environment – or even if inflation doesn't turn out to be as big an issue as he expects – and why he sees unrecognized value in Brookfield Asset Management, PrairieSky and Archer Daniels Midland.

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Staying the Course

Charles Lemonides, ValueWorks

ValueWorks’ Charles Lemonides explains why his economic outlook remains relatively positive, why the stocks of some already beaten down high-fliers could still have much further to fall, why the nascent recovery in energy markets has room to run, and what he thinks the market is missing – good or bad – in Air Lease, Mesabi Trust and Beyond Meat.

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Uncovering Value: East Money

An alternative take on investment opportunity in China.
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A Fresh Look: Bed Bath & Beyond

Turnarounds in firms facing secular disruption aren't easy.
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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.