“I read and enjoy Value Investor Insight.”
— Warren Buffett, Berkshire Hathaway
What's in the Latest Issue? Investor Insight: SouthernSunTargeting niche businesses with unrecognized value and finding that today in Watsco, Dycom Industries and U.S. Physical Therapy. Read More Investor Insight: David IbenSeeking companies with scarce and in-need assets, which today include Golden Agri-Resources, KT Corp. and Seabridge Gold. Read More Investor Insight: Ravee MehtaSeeing opportunity in business and shareholder-base transitions, such as those currently underway at Flex, Five9 and Alteryx. Read More Uncovering Value: White MountainsStoried pasts don't always indicate bright futures – making the case that this firm has both. Read More Editor's LetterLessons from a recent riches-to-rags investment; The virtues of having a high-grade partner. Read More Investment Highlights Alteryx, Dycom Industries, Five9, Flex, Golden Agri-Resources, KT Corp., Seabridge Gold, U.S. Physical Therapy, Watsco, White Mountains Other Companies in this Issue: Alibaba, Alphabet, Berkshire Hathaway, Carvana, Darling Ingredients, Gazprom, Kazatomprom, Live Oak Bancshares, Nextracker, Sberbank, Sprott Physical Uranium Trust, Trex
Targeting niche businesses with unrecognized value and finding that today in Watsco, Dycom Industries and U.S. Physical Therapy.
Seeking companies with scarce and in-need assets, which today include Golden Agri-Resources, KT Corp. and Seabridge Gold.
Seeing opportunity in business and shareholder-base transitions, such as those currently underway at Flex, Five9 and Alteryx.
Storied pasts don't always indicate bright futures – making the case that this firm has both.
Lessons from a recent riches-to-rags investment; The virtues of having a high-grade partner.