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?

The GOAT

It’s a daunting, albeit enjoyable, task to try to capture the key elements of Warren Buffett’s investing strategy. We've made an attempt at that here, augmented by investment-case discussions with five PMs about their holdings in Berkshire-owned stocks Occidental Petroleum, VeriSign, Sirius XM, Chubb and Ally Financial. By John Heins and John Rotonti

 

Getting the Story

Tania Pouschine of Fithian LLC describes why she approaches investing like the investigative journalist she once was, the virtues she sees in taking a global approach, why today’s market is starting to remind her of the dot-com bubble, and what she thinks the market is missing today in Lindt & Sprüngli, Kuehne + Nagel, Idexx and Universal Music Group.

 

A Fresh Look: Equinox Gold

Handicapping the puts and takes of a still rising mid-tier gold producer after a gold-price run.

A Fresh Look: Vinci

Navigating one of today's prevalent investment risks: the unpredictable machinations of politics.

Editor's Letter

One famous investor's takeaways from Warren Buffett; Is quality potentially over-loved?

Investment Highlights
Equinox Gold, Vinci, Ally Financial, Chubb, Idexx, Kuehne + Nagel, Lindt, Occidental Petroleum, Sirius XM, Universal Music Group, VeriSign
Other Companies in this Issue:
American Express, Apple, Chevron, Coca-Cola, Kraft Heinz, Moody’s, Richemont, Straumann, Trade Desk, Zoetis