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— 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.

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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.

What's in the Latest Issue?

High Time

Time-tested investors Yen Liow, C.T. Fitzpatrick, Christopher Smith, Dev Kantesaria and Andrew Brenton describe the opportunities and challenges they see in today’s investing environment, how they stay prepared for adversity, and why they believe current holdings Five Below, Curtiss-Wright, Zoetis, Fair Isaac and Jen-Weld deserve particular mention.

 

Standing Tall

Ruane, Cunniff & Goldfarb’s Arman Gokgol-Kline, Trevor Magyar and Chase Sheridan explain why they’re okay with spending months on a potential idea that might go nowhere, how they’ve tried to upgrade a venerable strategy and process, and why they see mispriced value in Charles Schwab, Universal Music, CarMax and Intercontinental Exchange.

 

Strategy: Payoff

Many investors emphasize hitting for average over hitting for power. Why Christopher Smith argues that emphasis is misguided.

Uncovering Value: Cadre

“If you’re picking a jockey to bet on, this would seem to be a pretty good choice.”

Investment Highlights
Cadre Holdings, CarMax, Charles Schwab, Curtiss-Wright, Fair Isaac, Five Below, Intercontinental Exchange, Jeld-Wen, Universal Music Group, Zoetis
Other Companies in this Issue:
a2 Milk, Alimentation Couche-Tard, Amazon, Anthem, ATS Automation Tooling, Bakkt, Carvana, Evolution Gaming, Facebook, General Electric, Mastercard, Micron Technology, Nvidia, Palo Alto Networks, Prosus, Semler Scientific, Taiwan Semiconductor, Tencent