May 30, 2026

Inside This Issue


Changing Landscape

Gerardo Zamorano, Brandes Investment Partners

Brandes Investment Partners’ Gerardo Zamorano describes how investing in emerging markets has changed over the years, why he follows regular bouts of negativity in pursuit of ideas, the unique valuation approach his team follows, and why he sees mispriced value in Millicom International, NetEase, Trip.com, Alibaba and Nova Ljubljanska Banka.

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Planned Engagement

Alexis Michas, John Bartholdson, Juniper Investment Company

Alexis Michas and John Bartholdson of Juniper Investment Company explain their particular approach to activist investing, the defining characteristics of companies that interest them, the multiple approaches they take in estimating fair value, and why they're keen today on the prospects for Orthofix Medical, LSI Industries and Lincoln Educational Services.

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Strategy: Capital Cycles

An update on a long-term investment approach that has been quite relevant and profitable.
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Uncovering Value: Harley-Davidson

Could now be the time for a long-awaited turnaround?
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Of Sound Mind

From history, where investment speculation has gone terribly wrong.
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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.