About VII  

“I read and enjoy Value Investor Insight.”

— 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.”

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.

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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?

Power in Combination

Artisan Partners’ Dan O’Keefe and Michael McKinnon describe the tension they see today between opportunities in the U.S. versus those in Europe, the typical kind of value-investing idea they’ve lost confidence in, the one Chinese stock they consider too cheap too ignore, and why they think Philips, Henry Schein, Charles Schwab and Snap-On are undervalued.

 

Standout Performers

Rob Marshall-Lee and Ben Smith of Cusana Capital explain how they separate the wheat from the chaff in emerging markets, why they’re so high on the investment prospects in India, what opportunities they see related to AI, and why they expect high compounding value in Contemporary Amperex Technology, Sea Ltd., Phu Nhuan Jewelry and Titan Co.

 

Uncovering Value: Manchester United

Storied pro sports franchises are rarely offered at a discounted price. Is this an exception?

Uncovering Value: Medpace

Even the best companies hit rough patches. Does this one's signal opportunity or risk?

Of Sound Mind: Essential Qualities

Trying to answer a tough question: "What are the essential qualities of a great equity investor?"

Investment Highlights
Manchester United, Medpace, CATL, Charles Schwab, Henry Schein, Philips, Phu Nhuan Jewelry, Sea Ltd., Snap-On, Titan Co.
Other Companies in this Issue:
Advance Auto Parts, Alibaba, Alphabet, Aon, BYD, Central Depository Services, Danone, Devyani, Expedia, Heidelberg Materials, Kuaishou Technology, Lam Research, Nintendo, Nu Holdings, Shell, SK Hynix, TotalEnergies, Varun Beverages