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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.

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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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What's in the Latest Issue?

In Transition

Vinson Walden and Jong Lim of City Different Investments explain why “paths to success” can be more important than business quality in sourcing new ideas, where they’re finding opportunity related to the global energy transition, why their portfolio has become more concentrated, and why they think Golar LNG, Valaris and Despegar.com are mispriced.

 

Below the Crowd

Westwood Holdings’ William Costello, Prashant Inamdar, Kyle Martin and Trip Rodgers describe where in a seemingly buoyant U.S. market they see relative investor neglect, how they try to distinguish patience from stubbornness in selling, and why they see unrecognized value today in Permian Resources, Merchants Bancorp, Integer Holdings and Blue Bird.

 

Creating Expectations

Kunal Desai and Marcin Lewczuk of GIB Asset Management explain how they narrow their emerging-markets field of play before looking at valuation, their current takes on positive-sentiment India and negative-sentiment China, why they avoid making geographic bets, and why they see mispriced upside in APR Co., Genomma Lab and Aspeed Technology.

 

Strategy: Dividends

A unique approach to uncovering long-term compounders.

Editor's Letter

Discipline vs. Disruption; Using negative visualization.

Investment Highlights
Broadcom, Old Dominion Freight Line, APR Co., Aspeed Technology, Blue Bird, Despegar.com, Genomma Lab, Golar LNG, Merchants Bancorp, Permian Resources, Valaris
Other Companies in this Issue:
COPT Defense Properties, Cyient, Ecovyst, Federal Realty Investment Trust, Integer Holdings, Kanzhun, LPL Financial, MarketAxess, MercadoLibre, Parade Technologies, Ryanair, Skyworks Solutions, Talen Energy, Vertiv, Will Semiconductor