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Sample Issue |
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| INVESTOR INSIGHT |
| Scout Capital |
| Hedge fund stars describe why today's market is conducive to their style, their "Fight Club" idea meetings, their "digital lawnmower" short thesis, and why they see upside in Coca-Cola Enterprises, Verisk, Sensata and QR National. |
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| INVESTOR INSIGHT |
| Morris Mark |
| Long-time outperformer explains the value component most absent from stocks today, the secular trends he's keyed on, Lee Cooperman's best advice, and why he sees value in Qualcomm, Google, Host Hotels and Toll Brothers. |
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| STRATEGY: Kyle Bass |
| Positioning for formidable global financial risks while preparing for the "Carnegie moment" of wealth creation. |
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| EDITORS' LETTER |
| A timely reminder about "consensus" estimates; Wise counsel from an 80-year-old Benjamin Graham. |
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| UNCOVERING VALUE |
| Amid the wreckage in housing, finding potential treasure in title-insurer First American Financial. |
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| OTHER COMPANIES IN THIS ISSUE |
| Apple, Cisco, Citigroup, Coca-Cola, CoreLogic, Devon Energy, MasterCard, McDonald’s, Northwest Bancshares, Visa |
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See What You've
Been Missing |
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| Review each issue's Table of Contents to see the range of investing ideas and wisdom available in Value Investor Insight: |
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