“I read and enjoy Value Investor Insight.”
— Warren Buffett, Berkshire Hathaway
What's in the Latest Issue? Investor Insight: Alex CaptainLooking worldwide for sustainable "outlier" companies and finding them in Softcat, Docebo, Cettire, Kaspi and Semrush. Read More Investor Insight: Jonathan TanneSeeing mispriced value in disparate places, today including Stellantis, Golar, SBM Offshore, OSB Group and Halyk Savings Bank. Read More Strategy: Smead International ValueFinding fertile ground in non-U.S. ideas such as Bawag, Cenovus Energy and Pandora. Read More Uncovering Value: Warrior Met CoalA prospective growth story in a particularly unlikely place. Read More A Fresh Look: Super Micro ComputerHow to respond when you catch lightning in a bottle. Read More Investment Highlights Cenovus Energy, Cettire, Docebo, Golar LNG, Halyk Savings Bank, Kaspi, OSB Group, Pandora, SBM Offshore, Semrush, Softcat, Stellantis, Super Micro Computer, Warrior Met Coal Other Companies in this Issue: Alphabet, Bawag, Evolution Gaming, Just Eat Takeaway, Meta Platforms, OCI, Ovid Therapeutics, Sovereign Metals, Thungela Resources
Looking worldwide for sustainable "outlier" companies and finding them in Softcat, Docebo, Cettire, Kaspi and Semrush.
Seeing mispriced value in disparate places, today including Stellantis, Golar, SBM Offshore, OSB Group and Halyk Savings Bank.
Finding fertile ground in non-U.S. ideas such as Bawag, Cenovus Energy and Pandora.
A prospective growth story in a particularly unlikely place.
How to respond when you catch lightning in a bottle.