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.

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?

Fuel for Thought

Subject experts Arvind Sanger, Stan Majcher and Cale Smith describe how they're navigating the – to put it mildly – evolving global energy-investing landscape, how they think about what's "normal," and why they believe the market is mispricing Vista Energy, BKV Corp., California Resources, Ovinitiv, Devon Energy and Enterprise Products Partners.

 

Money Matters

Chris Davis and Pierce Crosbie of Davis Advisors and Derek Pilecki of Gator Capital explain why they think they operate in a sector with less competition, how they’re processing the hot-button issue of private credit, what worries them the most, and why they're seeing unrecognized value in Capital One, Julius Baer, Ameriprise Financial and Voya Financial.

 

Uncovering Value: Ryan Specialty

When sentiment shifts for a market darling from predominantly cheery to predominantly dour.

Uncovering Value: Comcast

A high-profile business meets low investor expectations.

Uncovering Value: Exor

Taking stock of a "bargain bin" investment portfolio.

Investment Highlights
Comcast, Exor, Ryan Specialty, Versant Media, Ameriprise Financial, BKV Corp., California Resources, Capital One, Devon Energy, Enterprise Products Partners, Julius Baer, Ovinitiv, Vista Energy, Voya Financial
Other Companies in this Issue:
Ferrari, Stellantis, APA Corp., Carlyle, Cheniere Energy, Jefferies, Robinhood Markets, Warrior Met Coal