• Warren Buffett, history’s most-accomplished investor, likes
    to say that the term “value investing” is redundant:
  • Start benefiting today from these exclusive benefits of a
    Value Investor Insight
    subscription:
    • Monthly issues packed with timely current ideas and timeless wisdom from the best investors
      in the business
    • Bonus E-Mails with research, reports, articles, speeches and more that cut through
      the investment “noise”
    • Quarterly SuperInvestor Insight reports, tracking the buying and selling activity of 30 peerless investors
    • Searchable archive of all past issues, providing unique insight from hundreds of
      featured money managers
April 30, 2019

Inside the Current Issue


Straw Hats in Winter

George Davis, Scott McBride, Hotchkis & Wiley

George Davis and Scott McBride of Hotchkis & Wiley describe what they believe distinguishes their firm's research approach, why the concept of mean reversion hasn't gone out of style, when they think capital return to shareholders is important, and the unrecognized upside they see in General Electric, Wells Fargo, Discovery and National Oilwell Varco.

Read More


Value Inequality

Nick Tompras, Tim Piechowski, Willem Schilpzand, Alpine Capital Research

Nick Tompras, Tim Piechowski and Willem Schilpzand of Alpine Capital Research describe the narrow slices of the market they find deeply undervalued, why they passed on some recent ostensibly interesting ideas, why their portfolio does so well in down markets, and why they see upside today in Fairfax Financial, General Motors, Citigroup and Vodafone. 

Read More


Uncovering Value: MTG

Staking claims in two newly independent companies before the market figures them out.
Read More

Uncovering Value: Sparx

An investment "breath of fresh air" in a market that itself could use a healthy dose of oxygen.
Read More

Editor's Letter

Responding intelligently as an investor to "the three forces that rule the world."
Read More


Who's Behind VII?

John Heins, Co-Founder, Editor-in-Chief
Project Image

John Heins co-founded Value Investor Media, Inc. in 2004 and since then has served as its President and as the Editor-in-Chief of Value Investor Insight. In 2016, he took on an additional role as the C.T. Fitzpatrick Professor of Value Investing at the University of Alabama.