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?

Undue Pressure

Steve Morrow, Alexander McLean, Michael Bailey, Andrew Rutlin and Paul Shifflet of NewSouth Capital Management describe why they invest across the business-quality spectrum, how they think through problematic portfolio positions, and what they think the market is missing in NICE Ltd., LKQ Corp., FirstCash Holdings, Avantor and Thermon Group.

 

In Their Prime

Unison Asset Management’s Daniel Bakalarz and Alex Furmanski explain why they believe even the most highly regarded companies can be great value investments, why Berkshire Hathaway is a top-three portfolio position, why their holding in cash has been rising, and why they see unrecognized value in Deere, Alphabet, Elevance Health and Nu Holdings.

 

Uncovering Value: IBP

Is short-term cyclicality creating opportunity in this unique long-term compounder?

Uncovering Value: Insiders

On Tweedy, Browne's new strategy targeting cheap stocks.

A Fresh Look: ASML

Parsing the ample news flow around this tech juggernaut.

Investment Highlights
ASML Holding, Installed Building Products, Alphabet, Avantor, Deere, Elevance Health, FirstCash Holdings, LKQ Corp., NICE Ltd., Nu Holdings, Thermon Group
Other Companies in this Issue:
Berkeley Group, Brembo, Colruyt Group, Hana Financial, MediaForEurope, Pets at Home, TopBuild, Berkshire Hathaway, Brookfield, CDW, Comcast, FedEx, Holcim, Meta Platforms, Nike, Royalty Pharma, Thermo Fisher Scientific, TreeHouse Foods, Uber, Warner Bros. Discovery