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Welcome to Value Investor Insight

A wise investor once said: "If you don't keep learning, other people will pass you by." Value Investor Insight is for investors who want both actionable investment ideas and continuously thoughtful insight on how to become more successful investors. Read As A Free Trial »
Issue Highlights: June 30, 2017
INVESTOR INSIGHT
Dan Davidowitz
Quality-obsessed investor describes his narrow stock universe, why more investors don't follow his "logical" approach, and why he thinks Accenture, Visa, Mastercard and Align Technology are mispriced.
INVESTOR INSIGHT
John Buckingham
Hard-core bargain hunter explains how his approach has evolved, the limits to qualitative research, why he sees "value" coming back, and why he sees upside in Kimco Realty, General Motors, Amgen and Verizon.
UNCOVERING VALUE
A microcap bet on Gulf Island Fabrication's virtuous combination of secular growth and unrecognized asset value.
UNCOVERING VALUE
Seeing upside in Umpqua Holdings' marriage of tradition with modernity in an under-disruption industry.
EDITOR'S LETTER
A helpful reminder that when it comes to investing, action doesn’t always connote progress.
OTHER COMPANIES IN THIS ISSUE
Alphabet, Apple, Celgene, Cisco, CSX, Facebook, Fastenal, Kroger, Regeneron, Schlumberger, Teekay, Tsakos Energy Navigation
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