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— 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.

What's in the Latest Issue?

Finding Your Niche

Michael and Phillip Cook of SouthernSun Asset Management describe why they typically favor niche-y businesses, what tends to be going on that can make an idea interesting to them, how they believe they’ve improved their investment process over the years, and what they think the market is missing in Watsco, Dycom Industries and U.S. Physical Therapy.


Independence of Mind

Kopernik Global Investors’ David Iben and Alissa Corcoran explain why they cast such a wide net for inefficiently priced stocks, why they’re focused on companies with scarce and in-need assets, what trait they consider non-negotiable to be a good investor, and why they’re high today on the prospects for Golden Agri-Resources, KT Corp. and Seabridge Gold.


Changing Hands

Ravee Mehta of Nishkama Capital describes how he tries to gain an “empathetic edge” in his investments, how he balances what might be considered growth stocks with what might be considered value stocks, why he doesn't target frauds, fads and terminal cases on the short side, and why he thinks the market is mispricing Flex, Five9, Alteryx and Alphabet.


Uncovering Value: White Mountains

Storied pasts don't always indicate bright futures – making the case that this firm has both.

Editor's Letter

Lessons from a recent riches-to-rags investment; The virtues of having a high-grade partner.

Investment Highlights
White Mountains, Alteryx, Dycom Industries, Five9, Flex, Golden Agri-Resources, KT Corp., Seabridge Gold, U.S. Physical Therapy, Watsco
Other Companies in this Issue:
Berkshire Hathaway, Carvana, Alibaba, Alphabet, Darling Ingredients, Gazprom, Kazatomprom, Live Oak Bancshares, Nextracker, Sberbank, Sprott Physical Uranium Trust, Trex