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— 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.”


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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.


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Value Investor Insight is published online and in PDF format monthly for paid subscribers at valueinvestorinsight.com.

What's in the Latest Issue?

Worth the Time

Murray Stahl of Horizon Kinetics describes how his strategy and process drive him toward “less-researched and less frequently trafficked investments,” his current provocative views on China and the Magnificent Seven, why he remains a long-term bull on bitcoin, and what he thinks the market is missing in PrairieSky, Mesabi Trust, CACI, and Urbana Corp.

 

Lying in Wait

Atlantic Investment Management’s Alex Roepers, Kristian Gevert, Andrew Black and Daniel Griffith explain why they strictly narrow their opportunity set, how they scale in and out of positions, why they decided to stop shorting, and what they think the market is missing today in Wesco International, Rexel, Eastman Chemical, Aker Solutions and Niterra.

 

Uncovering Value: AstraZeneca

Betting that a unique R&D powerhouse can continue to turn innovation into investor upside.

A Fresh Look: Thermo Fisher Scientific

Assessing whether an uneven return to "normalcy" signals more opportunity or more risk.

Editor's Letter

How to offset, as Warren Buffett puts it, "the many mediocre decisions that are inevitable."

Investment Highlights
AstraZeneca, Thermo Fisher Scientific, Aker Solutions, CACI International, Eastman Chemical, Mesabi Trust, Niterra, PrairieSky Royalty, Rexel, Urbana, Wesco International
Other Companies in this Issue:
Boeing, Eagle Materials, Grayscale Bitcoin Trust, MTU Aero Engines, Nvidia, Ralph Lauren, Rheinmetall, Schlumberger, Subsea 7, Weatherford