• Warren Buffett, history’s most-accomplished investor, likes
    to say that the term “value investing” is redundant:
  • Start benefiting today from these exclusive benefits of a
    Value Investor Insight
    subscription:
    • Monthly issues packed with timely current ideas and timeless wisdom from the best investors
      in the business
    • Bonus E-Mails with research, reports, articles, speeches and more that cut through
      the investment “noise”
    • Quarterly SuperInvestor Insight reports, tracking the buying and selling activity of 30 peerless investors
    • Searchable archive of all past issues, providing unique insight from hundreds of
      featured money managers
August 30, 2019

Inside the Current Issue


Interesting Times

Dan Davidowitz, Polen Capital; Glenn Welling, Engaged Capital; Christopher Kiper, Legion Partners; Adam Schwartz, Sean Huang, FM First China Fund

Dan Davidowitz, Glenn Welling, Christopher Kiper, Adam Schwartz and Sean Huang describe how they're navigating today's "interesting" investment environment and why they consider Gartner, Hain Celestial, Rent-A-Center, Primo Water, SurveyMonkey, Anhui Gujing Distillery and Central China Real Estate to be appropriate all-weather opportunities.

Read More


Putting Down Roots

Allen Steinkopf, Andrew Adams, Mairs & Power

Allen Steinkopf and Andrew Adams of Mairs & Power explain why they narrow their geographic focus as much as they do, the typical catalysts to growth they look for, why they believe U.S. small caps are particularly interesting today, and what they think the market is missing in CoreSite Realty, Tennant, Cabot Microelectronics and Wintrust Financial.

Read More


A Fresh Look: Barrick Gold

After a significant run, how have Daniel Malan’s views on this gold miner’s stock evolved?
Read More

Uncovering Risk: Digging Deep

Mining the world of obscure stocks for investment gems.
Read More

Editor's Letter

The virtues of being willing and able to change your mind.
Read More


Who's Behind VII?

John Heins, Co-Founder, Editor-in-Chief
Project Image

John Heins co-founded Value Investor Media, Inc. in 2004 and since then has served as its President and as the Editor-in-Chief of Value Investor Insight. In 2016, he took on an additional role as the C.T. Fitzpatrick Professor of Value Investing at the University of Alabama.