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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: August 29, 2014
INVESTOR INSIGHT
Brian McMahon, Vinson Walden
Global value hunters describe where bargains aren't, how M&A is impacting their portfolio, the industry they fancy in Asia, and why they see upside in InterXion, Numericable, Galaxy Entertainment and Citigroup.
INVESTOR INSIGHT
Christopher Begg
Rising star explains where he spends 90% of his research time, how he finds value "in plain sight," why he uses checklists, and why he's bullish on MasterCard, Moody's, DistributionNOW, Brenntag and Royal Vopak.
UNCOVERING VALUE: PHH
Parsing whether simpler is actually better for this newly restructured company.
UNCOVERING VALUE: Tetragon
Why Whitney Tilson considers it a rare gem found among the marketís nooks and crannies.
EDITORS' LETTER
Early Warren Buffett on playing the long game as an investor.
OTHER COMPANIES IN THIS ISSUE
Allergan, Bed Bath & Beyond, Brasil Foods, Chicago Bridge & Iron, Coca-Cola, Colfax, Express Scripts, Paradise, TNT Express, Valeant Pharmaceuticals, Walgreen, Weight Watchers
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