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— Warren Buffett, Berkshire Hathaway

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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.

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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.”

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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.

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What's in the Latest Issue?

Old School

Schroders’ Simon Adler and Liam Nunn explain how their strategy and process guard against behavioral investing traps, why they lean more heavily on history and mean reversion than trying to predict the future directly, how they're processing portfolio-company AI risks, and why they think Beiersdorf, Yamaha Corp. and Nippon Television are undervalued.

 

HALO Investing

Portfolio managers Sam Klar of GMO, Robert Robotti of Robotti & Co. and John Rotonti of Bastion Fiduciary describe what’s driving their interest in select asset-heavy businesses, how AI is or isn't impacting their target companies, and why they believe railroad Union Pacific, heavy-equipment dealer Finning and manufacturing outsourcer Jabil are mispriced.

 

Out of Sight

Erik Conrad of Peapod Lane Capital describes why his style of value investing is no longer particularly common, the key risk he's keen to avoid, how he’s both expanded and contracted his opportunity set over time, his non-conventional take on the subject of value traps, and why he thinks the odds are in his favor today in AerSale, Hurco and Cato Corp.

 

A Fresh Look: Icon

Reinforcement for the virtue of buying stocks at big discounts to estimated intrinsic value.

Uncovering Value: Anadolu Efes

Where taking a deeper look might be time well spent.

Investment Highlights
Anadolu Efes, Icon, AerSale, Beiersdorf, Cato, Finning, Hurco, Jabil, Nippon Television, Union Pacific, Yamaha
Other Companies in this Issue:
Coca-Cola Icecek, GE Aerospace, Martin Marietta Materials, Seneca Foods, Subsea 7, Suntory Beverage & Food, Taylor Wimpey, Twin Disc, Vulcan Materials