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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.

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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.

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What's in the Latest Issue?

Recovery Mode

Sarah Ketterer and Ellen Lee of Causeway Capital describe why cyclical stocks play well to their approach, the upside they find in nuts-and-bolts operating restructurings, the extent to which AI has become an important element in their investment cases, and why they see mispriced value today in Samsung Electronics, Reckitt Benckiser, Kering and Alstom.

 

Winning by Not Losing

Fiduciary Management’s Jonathan Bloom explains why he favors all-weather business models, the opportunity that arises in simplification stories, how he competes against an S&P 500 index that has become a “concentrated growth fund,” and why he sees upside today in B&M European Retail, Genpact, Gates Industrial, Fortune Brands and Sodexo.

 

A Fresh Look: DigitalBridge

Given its AI connection you might imagine the company's stock would be flying high. Why isn't it?

A Fresh Look: Vesta

Investment cases like the one for this real-estate developer are always works in process as events unfold.

Editor's Letter

Are competitive moats not judged as critically as they should be?

Investment Highlights
DigitalBridge, Inmobiliaria Vesta, Alstom, B&M European Value Retail, Fortune Brands Innovations, Gates Industrial, Genpact, Kering, Reckitt Benckiser, Samsung Electronics, Sodexo
Other Companies in this Issue:
Alphabet, Alimentation Couche Tard, Barry Callebaut, C.K. Hutchinson, Canadian Pacific Kansas City, Carlisle, Cognizant Technology, Concentrix, Diageo, Rolls-Royce, SAP, Techtronic Industries, Tencent, Unilever