About VII  

“I read and enjoy Value Investor Insight.”

— 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.

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?

Value First

Redwheel’s Ian Lance, Nick Purves and Shaul Rosten describe why they take a low-valuation-first approach to sourcing new ideas, the industries they think investors today are unduly neglecting, why they don't shy away from cyclicality, and what they think the market is missing in Standard Chartered, Delta Air Lines, Lufthansa, Marks & Spencer and ITV.

 

Treasure Hunt

Jeff O’Donohue of Starfort Capital explains how he tries to differentiate his sourcing of ideas, the types of “niche and unglamorous” businesses that attract him, which countries he believes are offering up “outlier” low valuations, and why he sees mispriced value in Hanyang ENG, Nice Information & Telecommunication, Starts Corp. and AGF Management.

 

Uncovering Value: Worthington Steel

Going beyond first impressions to uncover unrecognized upside in this unglamorous spinoff.

Uncovering Value: PayPal

Looking to profit when the market's perception seems notably at odds with underlying reality.

Editor's Letter

Finding commonality between investing and king-crab fishing in Alaska's Bering Sea.

Investment Highlights
PayPal, Worthington Steel, AGF Management, Delta Air Lines, Hanyang ENG, ITV, Lufthansa, Marks & Spencer, Nice Information & Telecommunication, Standard Chartered, Starts Corp.
Other Companies in this Issue:
Amuse, Barclays, British American Tobacco, Direct Line Insurance, Ferreycorp, Korea Ratings, NatWest, Stellantis, STIC Investments