About VII  

“I read and enjoy Value Investor Insight.”

— Warren Buffett, Berkshire Hathaway

Start profiting from these exclusive benefits of a Value Investor Insight subscription:

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?

Protect and Grow

Sebastian Lyon of Troy Asset Management describes his equity-first approach to managing a multi-asset portfolio, why he focuses more on the durability of a company's growth than its pace, how he thinks about making mistakes, how he's managing his exposure to gold, and what he thinks the market is missing today in Hubbell, Diageo, Chubb and Unilever.

 

Taking What’s Given

Hotchkis & Wiley’s David Green, Doug Campbell, Dan McKenzie and Noah Mayer explain what catches their eye in potential ideas, how they've formalized the assessment of risk in their research process, why they've been able to hold on to their investment in Microsoft, and why they see mispriced value in U-Haul, Workday, Schlumberger, F5 and Ericsson.

 

A Fresh Look: Magna

Revisiting the case for a leading player in one of the market's least favorite industry sectors.

A Fresh Look: Dollar Tree

After a rocky voyage endured by shareholders, has this retailer at last started to right its ship?

Editor's Letter

Finding investing insight from a capital-cycle look at AI.

Investment Highlights
Dollar Tree, Magna, Chubb, Diageo, Ericcson, F5, Hubbell, Schlumberger, U-Haul, Unilever, Workday
Other Companies in this Issue:
Adobe, Extra Space Storage, GE Aerospace, GE HealthCare, GE Vernova, Havas, Heineken, London Stock Exchange, Microsoft, Moody’s, Procter & Gamble, Public Storage, UnitedHealth, VeriSign