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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.”

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What's in the Latest Issue?

Great Expectations

George Davis and Scott McBride of Hotchkis & Wiley compare and contrast today’s market environment with the 1990s' Internet bubble, highlight industry sectors they believe are offering ample opportunity, detail a recent error of omission, and explain what they think the market is missing today in valuing APA Corp., Ericsson and U.S. Bancorp.


Fundamentally Speaking

Nick Tompras, Tim Piechowski and Willem Schilpzand of Alpine Capital Research explain what sets their valuation discipline apart, what they concluded after a study of publicly traded asset managers, their take on the Berkshire Hathaway annual meeting, and why they believe Magna International, Liberty Global and Power Corp. of Canada are mispriced.


Downside Detection

Daniel Barker and Eric Almeraz of Apis Capital, Tucker Golden and Kincade Webster of Solas Capital, and Kris Medina, John Choi and Max Balzer of Medina Value Partners explain why they actively short, how their processes differ between shorts and longs, and why they’re not high on the prospects for Tongwei, U.S. Physical Therapy and Jamieson Wellness.


Uncovering Value: Nu Holdings

Examining what attracted Berkshire Hathaway's attention in this upstart Latin American bank.

Editor's Letter

Getting rich slowly versus getting poor quickly.

Investment Highlights
Nu Holdings, APA Corp., Ericsson, Jamieson Wellness, Liberty Global, Magna International, Power Corp. of Canada, Tongwei, U.S. Bancorp, U.S. Physical Therapy
Other Companies in this Issue:
Accor, Berkshire Hathaway, Enphase Energy, F5, Fox Factory, General Electric, Hain Celestial, JD Sports, Lennar, McDonald’s, Medtronic, Restaurant Brands, SolarEdge, Spin Master, Vistry, Vodafone, Warner Bros. Discovery