About VII  

“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.

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What's in the Latest Issue?

Value Is What You Get

Andrew Brenton and Jeff Cole of Turtle Creek Asset Management describe what they’ve found to be two enduring sources of market inefficiency, how they actively trade around positions, how they compare investing to reading Tolstoy, and why they believe the market is mispricing Premium Brands, Bread Financial, Ashtead Group, BRP Inc. and Colliers.

 

Away From the Crowds

Philip Best and Marc Saint John Webb of Geneva-based Quaero Capital explain why they remain as committed to small and micro-cap investing as ever, why transforming companies tend to attract their interest, what they look for in partnering with company management, and why they see unrecognized value in Safilo Group, Quadient, Pricer and Jenoptik.

 

Uncovering Value: Domino’s Pizza

Here's a peer valuation comparison that could catch your eye.

Uncovering Value: BrightView

Before being a "roll up," best to get your house in order first.

Uncovering Value: TransDigm

Even high-quality companies like this one have stock-price drawdowns worthy of notice.

Investment Highlights
BrightView, Domino’s Pizza Group, TransDigm, Ashtead Group, Bread Financial, BRP Inc., Colliers, Jenoptik, Premium Brands, Pricer, Quadient, Safilo Group
Other Companies in this Issue:
Domino’s Pizza Inc., Badger Infrastructure, Cegedim, Exail Technologies, FIH Plc, Kinsale Capital, Mister Spex, Rockhopper Exploration, VusionGroup, Willscot Holdings