“I read and enjoy Value Investor Insight.”
— Warren Buffett, Berkshire Hathaway
What's in the Latest Issue? Investor Insight: Causeway CapitalTurning a practiced eye on global equity markets and finding out-of-favor bargains in diverse ideas including Samsung Electronics, Reckitt Benckiser, Kering and Alstom. Read More Investor Insight: Jonathan BloomContent to hit investment singles and doubles and seeing at least that today in B&M European Retail, Genpact, Gates Industrial, Sodexo and Fortune Brands Innovations. Read More A Fresh Look: DigitalBridgeGiven its AI connection you might imagine the company's stock would be flying high. Why isn't it? Read More A Fresh Look: VestaInvestment cases like the one for this real-estate developer are always works in process as events unfold. Read More Editor's LetterAre competitive moats not judged as critically as they should be? Read More Investment Highlights Alstom, B&M European Value Retail, DigitalBridge, Fortune Brands Innovations, Gates Industrial, Genpact, Inmobiliaria Vesta, Kering, Reckitt Benckiser, Samsung Electronics, Sodexo Other Companies in this Issue: Alimentation Couche Tard, Alphabet, Barry Callebaut, C.K. Hutchinson, Canadian Pacific Kansas City, Carlisle, Cognizant Technology, Concentrix, Diageo, Rolls-Royce, SAP, Techtronic Industries, Tencent, Unilever
Turning a practiced eye on global equity markets and finding out-of-favor bargains in diverse ideas including Samsung Electronics, Reckitt Benckiser, Kering and Alstom.
Content to hit investment singles and doubles and seeing at least that today in B&M European Retail, Genpact, Gates Industrial, Sodexo and Fortune Brands Innovations.
Given its AI connection you might imagine the company's stock would be flying high. Why isn't it?
Investment cases like the one for this real-estate developer are always works in process as events unfold.
Are competitive moats not judged as critically as they should be?