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.

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?

Changing the Narrative

Hotchkis & Wiley’s Stan Majcher and Hunter Doble describe their underlying investment rationale for being contrarian, why they don’t believe in value traps, why they have the exposure they do to energy and financials, and what they think the market is missing today in Kosmos Energy, Popular, Fluor, CNH Industrial and American International Group.

 

Playing the Field

Christopher Bloomstran of Semper Augustus Investments explains the early lesson he learned from investing in Ross Stores, how his portfolio positions have rotated over the past 18 months, why he thinks the margin of safety in gold miners is so high, and why he sees mispriced value in Dollar Tree, Berkshire Hathaway, HollyFrontier and Valero Energy.

 

A Fresh Look: Mark Oelschlager

Checking in for an update with someone who saw so well through uncertainty a year ago.

Uncovering Value: Scotts Miracle-Gro

Its recently hot stock has cooled considerably. Are more fertile times ahead for shareholders?

Of Sound Mind

Expert advice on playing your best hand as a decision-maker.

Investment Highlights
Check Point Software, Huntington Ingalls, Scotts Miracle-Gro, American International Group, Berkshire Hathaway, CNH Industrial, Dollar Tree, Fluor, HollyFrontier, Kosmos Energy, Popular, Valero Energy
Other Companies in this Issue:
Credit Suisse, Discovery, Dollar General, Evercore, Holly Energy Partners, Kinross Gold, Marathon Oil, Newmont, Olin, ViacomCBS