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?

Quite Contrary

Ben Preston of Orbis Investments describes why it’s important not to get overly invested in getting everything right, why he changed his mind about tech giant Alphabet, what he’s learned from analyzing the data on all his trades over the past 25 years, and what he thinks the market is missing today in Genmab, Techtronic, KB Financial and Fortune Brands.

 

The Sun Finally Rises

Sparx Asset Management’s Masakazu Takeda explains where he's finding "growth stocks in disguise," why he thinks Japan's hard-won corporate-governance reforms will stick, why he doesn't own Japanese automakers, and why he believes Seven & I Holdings, Orix, Japanese homebuilders and Japanese property/casualty insurers are currently mispriced.

 

Uncovering Value: Nice Ltd.

Taking a non-consensus view on how artificial intelligence will affect this customer-experience software business.

A Fresh Look: Sirius XM

How to respond when there's not a lot going on, pro or con, relative to your investment case for a company.

Editor's Letter

The single aspect of being a value investor that is the hardest one to teach.

Investment Highlights
Nice, Sirius XM, Daiwa House, Fortune Brands, Genmab, KB Financial, MS&AD Insurance, Orix, Sekisui House, Seven & I, Sompo Holdings, Sumitomo Forestry, Techtronic Industries, Tokio Marine
Other Companies in this Issue:
Alphabet, Corpay, Hitachi, Icon PLC, Mitsubishi Corp., Mitsubishi UFJ, Next PLC, QXO, Recruit, Samsung Electronics, SK Square, Softbank Group, Sony, Taiwan Semiconductor, Tokyo Electron