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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?

Patient Capital

Nierenberg Investment Management’s David Nierenberg and Damon Benedict explain why they at times think differently about time horizon, why they’re sticking with some multi-bagger investments, how they've grown more skeptical of long-term management guidance, and why they see mispriced upside today in Mr. Cooper Group, Fluor and Potbelly.

 

Zeroing In

Will Brennan and Ted Keith of Long Path Partners describe the strict standards they have for populating their investing wish list, why they think the current market environment plays to their strengths, what industries have become more interesting of late, and why they see unrecognized value today in Alkami Technology, Enento Group and Altus Group.

 

Getting Real

Will Thomson and Chip Russell of Massif Capital describe how their real-asset strategy stacks up against common ESG-focused approaches, why they think traditional investor views on the energy, materials and industrials sectors are outdated, and what they think the market is missing in Siemens Energy, Equinox Gold and Polaris Renewable Energy.

 

Uncovering Value: KKR

Is heightened near-term concern masking its expanded and more-resilient earnings power?

Strategy: Lessons

A "renaissance-man" investor reflects on lessons from 25 years as a portfolio manager.

Investment Highlights
KKR, Alkami Technology, Altus, Enento, Equinox Gold, Fluor, Mr. Cooper, Polaris Renewable Energy, Potbelly, Siemens Energy
Other Companies in this Issue:
Dana, EQT, Hansen Technologies, Ionic Rare Earths, Keppel Infrastructure, NuScale, OraSure, PetMed Express, RWE, Salesforce, Wabash National