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.

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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?

Hitting for Power

Christopher Smith, Michael Abrams, Seldon Clarke and Noel Culhane of Antero Peak Group describe what they consider the primary sources of alpha generation, the key structural themes underpinning a number of their holdings, and what they think the market is missing today in Williams, Rockwell Automation, Caterpillar and Taiwan Semiconductor.

 

Anti-Provincial

Apis Capital’s Daniel Barker and Eric Almeraz explain why they don’t have much direct competition, how they zero in on ideas from a very broad investment universe, the global investment themes currently reflected in their portfolios, and why they see mispriced value in Garrett Motion, Alzchem, Osaka Soda, SNT Dynamics, Harmonic Drive Systems and C3.ai.

 

Strategy: Shorting

An expert's insights on betting against stocks in a market with seemingly plenty of relevant opportunities.

Uncovering Value: Bright Horizons

Handicapping a business mix shift working in the company's favor.

Uncovering Value: TrueBlue

Seeing multiple ways to win in a company that is acting as if it has grown accustomed to losing.

Investment Highlights
Aptargroup, Bright Horizons, Douglas Emmett, Gladstone Land, Interparfums, TrueBlue, Alzchem, C3.ai, Caterpillar, Garrett Motion, Harmonic Drive Systems, Osaka Soda, Rockwell Automation, SNT Dynamics, Taiwan Semiconductor, Williams
Other Companies in this Issue:
EmployBridge, KinderCare, Puig Brands, Constellation Energy, DPC Dash, Epiroc, FLSmidth, GE Aerospace, IonQ, Motorola Solutions, Netflix, Quantum Computing, Rigetti Computing, Siemens Energy, TransDigm, Vistra, Weir Group, Zoetis