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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 » |
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| Issue Highlights: April 30, 2013 |
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| INVESTOR INSIGHT |
| Alexander Roepers |
| Hedge-fund star describes his tight idea universe, when he'll take an outsized position, how he's still refining his process, and why he thinks Owens-Illinois, Oil States, Ashland, Atos and Koito are mispriced. |
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| INVESTOR INSIGHT |
| James Hunt |
| Global value hunter explains why Japan is still interesting, his micro ideas in macro-challenged Europe, his backdoor approach to emerging markets, and why he sees upside in Orkla, Omron, Clear Media, DCC and Fugro. |
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| UNCOVERING VALUE |
| The thesis for Japan Tobacco has shifted, but the leader of an activist campaign against it says it's still a great investment. |
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| A FRESH LOOK |
| Corporate-governance turmoil aside, are the prospects for Occidental Petroleum's shares still compelling? |
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| EDITORS' LETTER |
| A look at life beyond money management for one past VII interviewee. |
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| OTHER COMPANIES IN THIS ISSUE |
| Agco, Baker Hughes, Cardinal Health, Energizer, Freeport-McMoRan, Hitachi, Infineon, National Oilwell Varco, Nexans, Rockwood Holdings, Secom, Shiseido, Sogefi, Unilever, Valeo |
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