Value Investing Nuggets – Value Investor Insight Newsletter – April 2017

Johnny HopkinsValue Investor InsightLeave a Comment

One of the best resources for value investors are the Value Investor Insight Newsletters. The VII newsletter is a value investment publication full of value investing nuggets and interviews with some of the best value investing firms. The newsletter was created by money manager Whitney Tilson and media executive John Heins.

The April edition includes:

Thomas Putnam, Andrew Boord
Small-cap experts describe why they prefer the familiar, what out-of-favor sector interests them, the first thing they do when a position tanks, and why they think Sonic, ExlService and Hallmark Financial are mispriced.

Jiro Yasu
Japanese value hunter explains why capital allocation in Japan is poor but improving, lessons learned from an investing legend, why he has a perfect value-investor name, and why he sees value in Medikit, EM Systems and CRE.

Lawrence Speidell, Andrea Clark
Frontier-market pioneers describe how their research priorities may differ, why they’re in active-manager “paradise,” some exotic site visits, and why they see upside in Al-Eqbal, BRAC Bank and Centum Investment.

Wall Street treats Taro Pharmaceutical as if it is ill prepared for a difficult industry period. Is that true?

You can view a copy of the April newsletter here.

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