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?

Eye on the Ball

Yaron Naymark of 1 Main Capital describes how he gets to “no” on most of the investment ideas he looks into, why he tends to make highly concentrated bets, how he builds relationships with management, the primary risks he's trying to avoid in today's market, and what he thinks the market is missing in IWG, Dentalcorp, Basic-Fit and MasterCraft Boat.

 

Thinking in Absolutes

Palm Valley Capital’s Eric Cinnamond and Jayme Wiggins explain why they're so defensively positioned, the many ways in which they guard against risk, where even in an expensive market they're finding beaten-down stocks, and why specifically they see unrecognized value in Heartland Express, Flowers Foods, Kelly Services and Forrester Research.

 

Tracking Error

Bireme Capital’s Evan Tindell describes the cognitive biases he most often finds leading to stock mispricings, how his time as a professional poker player was great training for being a value investor, why he remains committed to maintaining an active short book (with a new twist), and why he thinks Pinfra, Software Service and Airtel Africa are irrationally priced.

 

Uncovering Value: Paycom

Opportunity can knock when a quality business stumbles.

Editor's Letter

Thoughts on the actual intelligence of artificial intelligence.

Investment Highlights
Paycom, Airtel Africa, Basic-Fit, Dentalcorp, Flowers Foods, Forrester Research, Heartland Express, IWG, Kelly Services, MasterCraft Boat, Pinfra, Software Service
Other Companies in this Issue:
Amdocs, Apple, Caesars Entertainment, Chord Energy, Costco, Disney, Enzo Biochem, Limbach, Monro, RS Technologies, Seaboard, Superior Industries