About VII  

“I read and enjoy Value Investor Insight.”

— Warren Buffett, Berkshire Hathaway

Start profiting from these exclusive benefits of a Value Investor Insight subscription:

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?

Thinking Like an Owner

Andy Means and John Watkins of Baird Trust describe why they concluded years ago that “this time” actually was different for value investors, how they’ve learned to better let their winners run, why patience can be both a blessing and a curse, and what they think the market is currently missing in Uber Technologies, Copart, Amazon.com and Progressive.

 

Play Your Own Game

Cove Street Capital’s Jeff Bronchick explains why he likes to invest in both “Graham” and “Buffett” ideas, which type of idea is more prevalent in his portfolio today, how he’s refined his opportunity set over time, how he's simplified his professional investing life, and why he thinks Eagle Materials, Viemed Healthcare, N-able and Clarivate are mispriced.

 

Uncovering Value: Albany International

The market can err in valuing companies with disparate businesses. Might that be true here?

Uncovering Value: CDW

Asking whether the quality of this business is better than what's reflected in its share price.

Uncovering Value: Altus Group

Assessing the potential upside in a back-to-basics strategy piloted by a returning CEO.

Investment Highlights
Albany International, Altus Group, CDW, Amazon.com, Clarivate, Copart, Eagle Materials, N-able, Progressive, Uber Technologies, Viemed Healthcare
Other Companies in this Issue:
AdaptHealth, Alphabet, Bank of America, Boston Omaha, Cable One, Disney, GE Vernova, Microsoft, Pfizer, Six Flags Entertainment