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?

Getting the Story

David Poppe of Giverny Capital Asset Management describes his unique path to becoming an investor, how he’s processing the macro concerns challenging today’s markets, where he thinks investors are being indiscriminate in their judgment, and why he sees mispriced value in CarMax, Installed Building Products, Ashstead Group and M&T Bank.

 

Change for the Better

Breach Inlet Capital’s Chris Colvin describes why he thinks companies going through transformations are more likely to be mispriced, how he’s evolved his strategy and process since starting his firm, why he thinks his field of play is more attractive than usual, and why he's high on the prospects for Liberty Braves, International Money Express and Tiptree.

 

Far Afield

Pavel Begun and Cory Bailey of 3G Capital Management describe how “doom and gloom” translates into investment opportunity, how they research far-afield companies, how they manage risks investing in ostensibly dicey markets, and what they think the market is missing in Excellence Commercial Property, Victoria’s Secret and LSL Property Services.

 

Uncovering Value: IWG

The case for a commercial real estate beneficiary of changes in how and where people work.

Editor's Letter

Reinterpreting so-called YOLO "investing"; For short selling, a hat tip in appreciation.

Investment Highlights
IWG, Ashtead Group, CarMax, Excellence Commercial Property, Installed Building Products, International Money Express, Liberty Braves, LSL Property Services, M&T Bank, Tiptree, Victoria’s Secret
Other Companies in this Issue:
Nikola, Aviat Networks, First Republic, Five Below, JPMorgan Chase, Kaspi, LGI Homes, MoneyGram, Progressive, Western Union