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?

Collective Effort

T. Rowe Price portfolio managers John Linehan, Ryan Hedrick, Vincent DeAugustino and Gabriel Solomon describe what in their eyes sets their firm apart, the many ways in which the investment opportunity set has changed in recent months, and why they believe there's particular contrarian upside today in Wells Fargo, KLA Corp., PG&E and Fiserv.

 

Bottoms Up

Ryan Batchelor and David Passey of Clifford Capital explain where they see the most value along the business-quality continuum today, why they think the focus on a company’s “total addressable market” has been overdone, and what they think the market is missing in Big Lots, NCR Corp., American Express, Westamerica Bancorp and Pitney Bowes.

 

Uncovering Value: Golar

Making the case for why a multi-year value trap may now be a multi-year value opportunity.

Uncovering Value: Suncor

If you think the energy cycle has legs, why this stock may offer an attractive way to play it.

Editor's Letter

On the value investor’s plaint that “I often sell too soon.”

Investment Highlights
Golar LNG, Suncor, American Express, Big Lots, Fiserv, KLA Corp., NCR Corp., PG&E Corp., Pitney Bowes, Wells Fargo, Westamerica Bancorp
Other Companies in this Issue:
Carvana, AbbVie, Anthem, CDK Global, Cummins, GameStop, General Electric, International Flavors & Fragrances, Qualcomm, RenaissanceRe, Select Medical, Southern Co., Volkswagen, WW International