About VII  

“I read and enjoy Value Investor Insight.”

— Warren Buffett, Berkshire Hathaway

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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?

Value First

Richard Oldfield and Sam Ziff of U.K.-based Oldfield Partners describe the virtue they still see in low absolute valuations, why they’re comfortable with non-binary potential outcomes, what they learned from investing in a Russian oil company, and why they see unrecognized value today in Swatch, Merck KGaA, ArcelorMittal and RIT Capital Partners.

 

Trouble Is Opportunity

Moerus Capital's Amit Wadhwaney and Michael Campagna explain why they often run toward proverbial fires, what's interesting to them in long-time area of interest metals and mining, why they take an asset-based valuation approach, and what they think the market is missing today in Natura, Arcos Dorados, Cromwell Property and Hammerson Plc.

 

Uncovering Value: Carlisle

A potential candidate fitting the "HALO" profile value investors have been talking about?

A Fresh Look: Nike

Assessing how temporary the rough patch might be in the company's turnaround journey.

A Fresh Look: Hyster-Yale

"The stock doesn't know or care that I've owned it for a while and that I'm disgusted."

Investment Highlights
Carlisle, Hyster-Yale, Nike, ArcelorMittal, Arcos Dorados, Cromwell Property, Hammerson, Merck KGaA, Natura, RIT Capital Partners, Swatch
Other Companies in this Issue:
Lululemon, Alibaba, Ambev, Barratt Redrow, Breedon Group, Cameco, Diageo, Dundee, Fairfax India, Heineken, Major Drilling Group, McDonald’s, Sino Land, Southwest Airlines, Wheaton Precious Metals