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Welcome to Value Investor Insight

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: September 29, 2017
INVESTOR INSIGHT
Jeffrey Kolitch
Real estate expert describes his “all-inclusive” strategy, why he thinks real estate cycles have further to run, why he’s looking more overseas, and why he's high on Mohawk Industries, Vulcan Materials and InterXion.
INVESTOR INSIGHT
Clifford Sosin
Rising star explains how he handicaps very-long-term success, the added precaution he's taking to respond to trouble, and why he sees upside in Ashtead Group, Credit Acceptance and Fogo de Chao.
INVESTOR INSIGHT
Pavel Begun
Intrepid value hunter describes why he doesn't equate "difficult" with "risky" in non-Western markets, why he owns fewer than 10 stocks, and why he sees mispriced value in Halkbank, Silvano Fashion and Tatneft.
UNCOVERING VALUE
Buying cable giant Charter Communications at a bargain price through the back door.
OTHER COMPANIES IN THIS ISSUE
Banrisul, CBRE, Cellnext, Charter Communications, Cimpress, Herbalife, Home Depot, MGM Resorts, NEXTDC, Red Rock Resorts, Sherwin-Williams, Simon Property, Vornado Realty, World Acceptance
OF SOUND MIND
Inaction may feel old-fashioned and slothful, but for investors it can often be exactly the right call.
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