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— 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.

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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?

Quality Arbitrage

David Samra, Tyler Redd and Amy Sheng of Artisan Partners describe how they look for better-than-average businesses trading at below-average prices, the types of turnarounds that have the best chances for success, and why they believe the market is mispricing Icon PLC, Sodexo, Groupe Bruxelles Lambert, Associated British Foods and Anhui Conch Cement.

 

Refining the Recipe

GoodHaven Capital Management’s Larry Pitkowsky and Artie Kwok explain how they turned around a period of poor performance, why there’s “magic” in finding businesses that are getting better, how their mindset around selling has changed, and why they currently see overlooked value in Vitesse Energy, Lennar, KKR & Co. and TerraVest Industries.

 

Strategy: South Korea

Is a historically challenging market poised to become less so?

A Fresh Look: CarMax

It's "show-me" time for this storied retailer of used cars.

Uncovering Value: InPost

Making the case for fuller market credit where it's due.

Investment Highlights
CarMax, Cosmax, Daou Technology, InPost, Anhui Conch Cement, Associated British Foods, Groupe Bruxelles Lambert, Icon, KKR & Co., Lennar, Sodexo, TerraVest Industries, Vitesse Energy
Other Companies in this Issue:
Hanwha Aerospace, Kiwoom Securities, LG Energy Solution, Samsung Electronics, Samsung SDI, ABB, Alibaba, Arhaus, Bayer, Builders FirstSource, Compass Group, Diageo, Exor, HCL Technologies, Jefferies Financial, Millrose Properties, Philips