June 30, 2026

Inside This Issue


Balancing Act

Bryant VanCronkhite, Shane Zweck, Allspring Global Investments

Bryant VanCronkhite and Shane Zweck of Allspring Global Investments describe why they spend more time on balance sheets than they do income statements, why they believe the market is more mispriced than it's been in a decade, why they're quicker to admit mistakes, and why they see unrecognized value in Rocket, Home Depot, Qnity, Deere and CBRE.

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Increasing Relevance

Krishna Chintalapalli, Mark Zagata, Parnassus Investments

Parnassus Investments’ Krishna Chintalapalli and Mark Zagata explain one wrong lesson investors focused on business quality may have learned, why they consider AI "a value story as much as it is a growth story," what they do that computers will find hard to replicate, and what they think the market is missing in Citigroup, Visa, Cummins and Coca-Cola.

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Uncovering Value: Navios

A specific bargain-priced stock in a generally pricey market.
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Uncovering Value: Toast

When a software high-flyer comes back down to earth.
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Fresh Look: Advance Auto

Is this perpetually disappointing turnaround story actually starting to gain some traction?
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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.