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.

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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?

Protecting the Castle

Pat Dorsey of Dorsey Asset Management explains how he assesses a company’s competitive moat, why he thinks business-quality-first investors have hit a rough patch, why he’s relying more on qualitative evidence in making decisions, and what he thinks the market is missing today in Veeva Systems, Tyler Technologies, Meta Platforms and Royalty Pharma.

 

Before the Dawn

Cambiar Investors’ Brian Barish and Rich Carney describe why investing based on mean reversion is getting harder, how "noise" in areas like healthcare and consumer products is creating opportunity, the lessons they learned from the Internet bubble, and why they believe Medtronic, Elevance Health, Constellation Brands and Expand Energy are mispriced.

 

Strategy: Compounders

AI is upending revered business models. Here's how one quality-first investor is responding.

Uncovering Value: Grupo GPS

Is this a proverbial baby thrown out with the bathwater because of changing political winds?

A Fresh Look: Nu Holdings

Envisioning the day when the share performance better reflects how well the business is doing.

Investment Highlights
ASML Holding, Grupo GPS, Nu Holdings, S&P Global, Constellation Brands, Elevance Health, Expand Energy, Medtronic, Meta Platforms, Royalty Pharma, Tyler Technologies, Veeva Systems
Other Companies in this Issue:
Broadcom, Amazon.com, American Express, Axon Enterprise, Booking Holdings, Danaher, EquipmentShare, Intercontinental Exchange, Mastercard, PepsiCo, Sunbelt Rentals