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?

Driving a Hard Bargain

Álvaro Guzmán and Fernando Bernad of Azvalor Asset Management describe the market tendency they believe regularly creates opportunity, how they gain conviction to go where other investors fear to tread, the industry sectors they consider most interesting today, and why they see mispriced value in Suzano, Petra Diamonds, Grifols and Arch Resources.

 

Smoothing Out the Bumps

Broyhill Asset Management’s Chris Pavese explains which “speed bumps” companies hit that are more likely to attract his attention, how he processes the risks and opportunities from disruption in certain top holdings, the thematic hedge he’s employing today, and why he believes Universal Music, Dollar General, Nintendo and Philip Morris are mispriced.

 

From the Top: Potbelly

CEO Robert Wright on building a constructive relationship with shareholders.

Uncovering Value: Oil Tankers

If this time is different, these stocks look quite cheap.

Editor's Letter

Value investors’ potential edge in taking time to actually reflect and think.

Investment Highlights
DHT Holdings, Euronav, Frontline, International Seaways, Potbelly, Scorpio Tankers, Arch Resources, Dollar General, Grifols, Nintendo, Petra Diamonds, Philip Morris, Suzano, Universal Music
Other Companies in this Issue:
AMA Group, Anheuser-Busch InBev, Ashmore, Barrick Gold, Bayer, Canadian Natural Resources, Charles Schwab, Consol Energy, Eletrobras, Fiserv, McKesson, Minas Buenaventura, Walt Disney