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Welcome to Value Investor Insight |
| A wise investor once said: "If you don't keep learning, other people will pass you by." Value Investor Insight is for investors who want both actionable investment ideas and continuously thoughtful insight on how to become more successful investors. Read As A Free Trial » |
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| Issue Highlights: December 28, 2011 |
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| INVESTOR INSIGHT |
| Chuck Akre |
| Long-time outperformer describes the company trait most valuable today, how the crisis altered his strategy, why selling is rarely about pure valuation, and why he believes TD Ameritrade, Ross Stores, Enstar and Markel are mispriced. |
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| INVESTOR INSIGHT |
| Robert Kleinschmidt |
| Anti-consensus investor explains why the most obvious contrarian idea often isn't best, his current take on gold, why he expects high volatility to persist, and why he sees big upside in Weyerhaeuser, Aflac, Owens-Illinois and CBRE. |
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| A FRESH LOOK |
| Though the ride will likely remain rocky in Toll Brothers' stock, why Morris Mark believes it's still one well worth taking. |
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| OF SOUND MIND |
| Why when it comes to assessing and learning from mistakes that most investors' words regularly surpass their deeds. |
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| EDITOR'S LETTER |
| One humbled investor offers a post-mortem on a Lollapalooza mistake. |
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| OTHER COMPANIES IN THIS ISSUE |
| American Tower, Briggs & Stratton, Carbo Ceramics, Exxon Mobil, FactSet Research, Ford, Home Depot, Lamar Advertising, Lennar, LPL Investment, MasterCard, Microsoft, MSCI, Newmont Mining, NextEra, Penn National Gaming, TJX, Zillow |
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