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?

Taking the Time

François Rochon of Giverny Capital describes why he seems to be better than most at holding on to winners, how he's thinking about Berkshire Hathaway's shares entering the post-Buffett era, why he recently gave up on a long-time favorite, and what he thinks the market is missing today in Booking, Universal Music, Walt Disney and Brown & Brown.

 

Avoiding Crowds

VELA Investment Management’s Ric Dillon, Jason Downey and Jenny Hubbard explain why the firm’s portfolio managers retain research coverage, why they believe apathy toward small-caps is misguided, how they see AI creating opportunity, and why they think Sun Country Airlines, Bruker, Ingles, Worthington Enterprises and Jack Henry are mispriced.

 

A Fresh Look

Taking stock of diverging investment results so far in Broadcom and Old Dominion Freight Line.

A Fresh Look: Kuehne + Nagel

Handicapping a future tied to the free flow of global trade.

Uncovering Value: MegaStudyEdu

Considering a laggard in the world's hottest stock market.

Investment Highlights
Broadcom, Kuehne + Nagel, MegaStudyEdu, Old Dominion Freight Line, Booking Holdings, Brown & Brown, Bruker, Ingles Markets, Jack Henry, Sun Country Airlines, Universal Music Group, Walt Disney, Worthington Enterprises
Other Companies in this Issue:
DSV, Alphabet, Antero Resources, Berkshire Hathaway, Bright Horizons, CarMax, Costco, Criteo, Kirby, Lululemon, Mama’s Creations, Meta Platforms, Nvidia, NVR, Range Resources, Wabash National, Wix.com