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— Warren Buffett, Berkshire Hathaway

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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.

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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What's in the Latest Issue?

A World Apart

Orbis Investments’ Brett Moshal and Alex Bowles explain why Japan is a good market for active value investors, why they’re not as pessimistic about corporate governance as they once were, the macro risks they consider most top of mind, and why they see uniquely mispriced upside in Yamato Kogyo, Daiwa House, Inpex and Japan Petroleum Exploration.

 

Right Place, Right Time

James Davolos of Horizon Kinetics describes what he thinks investors are missing about inflation, the types of businesses he expects to thrive in an inflationary environment – or even if inflation doesn't turn out to be as big an issue as he expects – and why he sees unrecognized value in Brookfield Asset Management, PrairieSky and Archer Daniels Midland.

 

Staying the Course

ValueWorks’ Charles Lemonides explains why his economic outlook remains relatively positive, why the stocks of some already beaten down high-fliers could still have much further to fall, why the nascent recovery in energy markets has room to run, and what he thinks the market is missing – good or bad – in Air Lease, Mesabi Trust and Beyond Meat.

 

Uncovering Value: East Money

An alternative take on investment opportunity in China.

A Fresh Look: Bed Bath & Beyond

Turnarounds in firms facing secular disruption aren't easy.

Investment Highlights
Bed Bath & Beyond, East Money, Air Lease, Archer Daniels Midland, Beyond Meat, Brookfield Asset Management, Daiwa House Industry, Inpex, Japan Petroleum Exploration, Mesabi Trust, PrairieSky, Yamato Kogyo
Other Companies in this Issue:
Asahi Kasei, Bunge, Deutsche Boerse, Eneti, Intercontinental Exchange, Peloton, Sugi Holdings, Sumitomo Electric, Tidewater, Valaris, Weyerhaeuser, Whiting Petroleum, Wilmar