“I read and enjoy Value Investor Insight.”

— Warren Buffett, Berkshire Hathaway

Start profiting from these exclusive benefits of a Value Investor Insight subscription:

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.

What's in the Latest Issue?

Quality on Sale

Oakmark Funds’ David Herro and Tony Coniaris describe how they marry quality and price in searching for ideas, the process changes they’ve made over the past year, how they try to navigate markets characterized by “amplified price volatility," and why they're seeing mispriced upside in Bayer, Siemens Healthineers, IMCD and LVMH Moët Hennessy.

 

Protecting the Downside

Christopher Niemczewski and Chad Goldberg of Marshfield Associates explain how their strategy and process is built to avoid costly mistakes, why they have almost never invested in information technology, how they use the firm's chief economist, and why they see unrecognized value in Progressive, UnitedHealth, NVR, Ross Stores and O’Reilly Automotive.

 

Uncovering Value: Emerging Markets

Ideas to capitalize on as emerging-markets equities seem to rouse from an extended slumber.

Uncovering Value: Teva

The company is well on the road to recovery, but how bright is the prognosis from here?

Editor's Letter

Taking time for a brief refresher course on the psychology of financial decision making.

Investment Highlights
Jyoti CNC, Lotes, Teva Pharmaceutical, Bayer, IMCD, LVMH Moët Hennessy, NVR, O’Reilly Automotive, Progressive, Ross Stores, Siemens Healthineers, UnitedHealth
Other Companies in this Issue:
Arch Capital, AutoZone, Cummins, Exor, Expeditors International, Goldman Sachs, KB Financial, Mercedes-Benz, Richemont, Symrise, TJX