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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.

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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.”

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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.

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What's in the Latest Issue?

Roads Less Travelled

Five experienced emerging-market investors handicap their diverse opportunity set today and describe why they find – among thousands of choices – Hyundai Mobis, Bajaj Finance, Remgro, GMexico Transportes and Companhia Brasileira de Distribuicao particularly interesting.


The Long Haul

Edgar Allen of High Ground Investment Management explains why he focuses on long-cycle businesses that don’t change very rapidly, how he tries to distinguish between permanent and temporary disruption, what he looks for in attractive short opportunities, and why he thinks the market is mispricing Knorr-Bremse, OSB Group and Gerresheimer.


Taking What’s Given

Crescent Rock Capital’s Michael Marone, Boris Vuchic, John Rolfe and Chris Campbell describe how they execute their go-anywhere approach, the types of business transitions that attract their attention, why they're happy to have an active short book, and why they think the market is mispricing the potential in KBR, MRC Global and Vishay Intertechnology.


Uncovering Value: Tidewater

What one investor found upon revisiting a business he not long ago watched go over a cliff.

Investment Highlights
Tidewater, Bajaj Finance, CBD, Gerresheimer, GMexico Transportes, Hyundai Mobis, KBR, Knorr-Bremse, MRC Global, OSB Group, Remgro, Vishay Intertechnology
Other Companies in this Issue:
Airbus, BAE Systems, Cargojet, Despegar.com, Foschini Group, JSE Limited, MercadoLibre, Sanken Electric, Sumitomo Pharma, Super Micro Computer, Uni-President China, Xinhua Winshare