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A wise investor once said: "If you don't keep learning, other people will pass you by." Value Investor Insight is for investors who want both actionable investment ideas and continuously thoughtful insight on how to become more successful investors. Read As A Free Trial »
Issue Highlights: April 29, 2016
INVESTOR INSIGHT
Thomas Gayner
Long-time market beater describes two big ways his strategy has evolved, how he tunes out "noise," why the energy sector holds little appeal, and why he's high on Disney, Brookfield Asset, Diageo and Nestle.
INVESTOR INSIGHT
John Day, Sheldon Fox
Focused value hunters explain why their opportunity set is so narrow, which research investment they're making, a key lesson learned from a bad year, and why they see upside in McKesson, BMC, Lawson, Lowe's and Rubicon.
STRATEGY
Ed Wachenheim shares historical and present-day lessons from a long and remarkable investing career.
UNCOVERING RISK
After a fairly uneventful flight since Sabre Corp.'s 2014 IPO, is there turbulence ahead?
EDITORS' LETTER
The virtues of taking time to "stop and smell the data."
OTHER COMPANIES IN THIS ISSUE
Alphabet, Amazon, Anheuser-Busch InBev, Ecolab, Facebook, Home Depot, JPMorgan Chase, Mednax, Unilever, Walgreens Boots, Wal-Mart
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