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?

Thinking Like an Owner

Bob Desmond and Adam Chandler of Claremont Funds Management describe the entry points they eventually find into high-quality businesses, their no-business-school-awards approach to valuation, why they think being based far from New York is an advantage, and why they see unrecognized value in Dassault Systemes, Zoetis and CME Group.

 

Going Through a Phase

River Global Investors' Hugh Sergeant, William Lough, George Ensor and James Sym explain why they target ideas at different stages in their company lifecycles, how they’ve learned to guard against “falling knives,” how they’ve become selectively more activist, and why they think Danieli, Shaftesbury Capital, Clarkson and Henry Schein are mispriced.

 

Getting Down to Business

Scott Miller of Greenhaven Road Capital describes how he targets companies that appear to be misunderstood by the market, why he has “different types of bets” in his portfolio, how he deals psychologically with highly volatile performance, and why he sees ample prospective upside in off-the-radar companies like Hagerty, Burford Capital and Cellebrite. 

 

Uncovering Value: Royalty Pharma

An opportunity to benefit from broad-based innovation without the typical attendant risks?

Editor's Letter

On avoiding "What was I thinking?" types of mistakes.

Investment Highlights
Royalty Pharma, Burford Capital, Cellebrite, Clarkson, CME Group, Danieli, Dassault Systemes, Hagerty, Henry Schein, Shaftesbury Capital, Zoetis
Other Companies in this Issue:
Agilent, Alibaba, Aon, Equifax, Estee Lauder, Fevertree Drinks, IWG, Kenvue, Louisiana-Pacific, LVMH, M.J. Gleeson, Nike, Par Technology, SAP, Tsubakimoto Chain