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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.”

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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.

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What's in the Latest Issue?

Roads Less Traveled

Sean Fieler and Brad Virbitsky of Equinox Partners describe why they invest in companies “you’ve never heard of that are in markets you may be leery of,” where they find quality in cyclical, commodity businesses, what they look for in attractive short ideas, and why they think the market is mispricing Paramount Resources, MTN Ghana and Troilus Gold.

 

Capital Ideas

W1M’s Chris Garsten, Charles Glasse and Charles Walker explain the top-down approach that points them to out-of-favor European ideas, why the market is slow to come around to what they find interesting, the risks and rewards of investing in industry leaders, and what unrecognized value they see in Viscofan, Acerinox, Smurfit Westrock and Inditex.

 

Recurring Theme

Rainwater Equity’s Joseph Shaposhnik describes why with his new fund he's putting the emphasis he does on business predictability, where he'd argue many investors don't spend enough time in their due diligence, the main risks of overconfidence he sees in today's market, and what he thinks the market is missing in Waste Connections, Loar and Röko.

 

Uncovering Value: Sweden

Ideas from a local expert in a market that punches well above its weight economically.

Uncovering Value: Lectra

Can short-term tariff stress lead to long-term advantage?

Investment Highlights
Lectra, Acerinox, Inditex, Loar Holdings, MTN Ghana, Paramount Resources, Röko, Smurfit Westrock, Troilus Gold, Waste Connections
Other Companies in this Issue:
Industrivarden, Investor AB, Kinnevik, L. E. Lundbergforetagen, Latour, Aperam, Barry Callebaut, Cava, Constellation Software, Elekta, FactSet, Husqvarna, International Paper, Outokumpu, Seplat Energy, Solidcore Resources, Viscofan, Wingstop