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Value Investor Insight

Value Investor Insight is an investment newsletter created by money manager Whitney Tilson and media executive John Heins. Value Investor Insight has a straightforward goal: To deliver the highest-quality investment ideas, analysis and insight to professional and sophisticated investors. At the core of Value Investor Insight is the philosophy of the true value investor: buy something only for less than its intrinsic worth.

Value Investor Insight's Latest Articles

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The Long Case for Canada's Petrobank
on Sep 29, 2008 about PBEGF.PK
St. Joe Company: A Clear Case of Overpromising
on Sep 22, 2008 about JOE
In Defense of SAIC
on Sep 15, 2008 about SAI
Libbey Inc.: The Glass is Half Full
on Aug 29, 2008 about LBY
Small Banks: Weathering the Storm
on Aug 22, 2008 about BARI, EBSB, BCSB
Group 1 Automotive: Best-Run Player in the Sector
on Aug 15, 2008 about GPI
American Oriental Bioengineering: Prescription for Success?
on Jul 29, 2008 about AOB
Principal Financial Group Vulnerable to Commercial Real Estate Softening?
on Jul 22, 2008 about PFG
Urban Outfitters: Stretching Itself Thin
on Jul 15, 2008 about URBN
David Einhorn: The Irony of It All
on Jun 29, 2008 about ALD
Brown Shoe Company: Positioned to Benefit as Economy Improves
on Jun 22, 2008 about BWS
The Long Case for Domtar
on Jun 15, 2008 about UFS
Charles Norton: Investing in Vice Stocks
on May 29, 2008 about BTI, CG, BA
Industrias Bachoco: Tremendous Upside Value
on May 22, 2008 about IBA
Thor Industries: What the Market is Missing
on May 15, 2008 about THO
The Case for Closed-End Funds
on Apr 28, 2008 about FF, BGR, ASA
Fairfax Financial: Playing Defense
on Apr 28, 2008 about FFH
The Long Case for Sallie Mae
on Apr 14, 2008 about SLM
The Long Case for White Mountains Insurance Group
on Feb 28, 2008 about WTM
The Long Case for CAM Commerce Solutions
on Feb 21, 2008 about CADA
The Long Case for LodgeNet Interactive
on Feb 14, 2008 about LNET
The Long Case for Office Depot
on Jan 20, 2008 about ODP
The Long Case for Redwood Trust
on Jan 13, 2008 about RWT
The Long Case for Fidelity National Information
on Jan 06, 2008 about FIS
The Long Case for Nasdaq Stock Market
on Dec 20, 2007 about NDAQ
The Long Case for Carter's, Inc.
on Dec 13, 2007 about CRI
The Long Case for Vornado Realty Trust
on Dec 06, 2007 about VNO
The Long Case for Archon Corporation
on Nov 29, 2007 about ARHN.OB
The Long Case for KBR, Inc.
on Nov 21, 2007 about KBR
The Long Case for Celanese Corporation
on Nov 15, 2007 about CE
Delia's, Inc.: Absurdly Cheap
on Oct 29, 2007 about DLIA
The Long Case for Hain Celestial
on Oct 22, 2007 about HAIN

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