About VII  

“I read and enjoy Value Investor Insight.”

— Warren Buffett, Berkshire Hathaway

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Great ideas, the scarce and valuable currency of successful investing.

One great investment idea will return many times over the price of a subscription, and each issue of Value Investor Insight delivers a dozen or more fully described current ideas from the best equity investors in the world.

Strategies of the best professional money managers.

Value Investor Insight features in-depth interviews with detailed insight on the general strategies and processes of the world’s most-accomplished investors — some famous and others more low-profile — as well as on how they're navigating the current investment environment and where specifically they're finding investment opportunity.

Uncovering value the markets are missing.

Herd behavior, imperfect information and plain-old investor irrationality create inefficiencies across markets, among asset classes, and over time. Value Investor Insight helps identify these inefficiencies and tells you how to profit from them. As Warren Buffett’s long-time partner Charles Munger puts it, “All intelligent investing is value investing.”

Cutting through ever-increasing market and media “noise.”

The barrage of so-called investing information often leaves investors more confused than enlightened. Value Investor Insight cuts through the “noise,” presenting fully-analyzed investment ideas clearly and concisely.

Bonus Content delivered by e-mail.

In addition to your monthly issues of VII, you will also receive timely news commentary, meeting transcripts, investor letters, special reports, reviews and other information meant to help inform your investment decisions.

Access to all back issues.

Annual subscribers gain access to a complete issue archive with all investment and company insight from previous issues, not just those they've paid for.

Value Investor Insight is published online and in PDF format monthly for paid subscribers at valueinvestorinsight.com.

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What's in the Latest Issue?

First Principles

Alex Captain of Cat Rock Capital describes what he looks for in trying to identify "outlier" companies, how he narrows a broad global opportunity set, why he believes that in investing “god and the devil are in the details,” the key lessons learned from a large mistake, and what he thinks the market is missing in Softcat, Docebo, Cettire, Kaspi and Semrush.

 

Away from the Crowd

Tangible Investment Management's Jonathan Tanne explains the unique makeup of his concentrated portfolio, how he “pulls on threads” to uncover potential ideas, some of the key ways he’s evolved his strategy since his firm's launch in 2012, and why he sees unrecognized upside in Stellantis, Golar, SBM Offshore, OSB Group and Halyk Savings Bank.

 

Strategy: Smead International Value

Finding fertile ground in non-U.S. ideas such as Bawag, Cenovus Energy and Pandora.

Uncovering Value: Warrior Met Coal

A prospective growth story in a particularly unlikely place.

A Fresh Look: Super Micro Computer

How to respond when you catch lightning in a bottle.

Investment Highlights
Cenovus Energy, Pandora, Super Micro Computer, Warrior Met Coal, Cettire, Docebo, Golar LNG, Halyk Savings Bank, Kaspi, OSB Group, SBM Offshore, Semrush, Softcat, Stellantis
Other Companies in this Issue:
Bawag, Thungela Resources, Alphabet, Evolution Gaming, Just Eat Takeaway, Meta Platforms, OCI, Ovid Therapeutics, Sovereign Metals