Welcome to the 29th edition of Value Investor Digest In this edition we feature the Berkshire Hathaway annual shareholder letter and subsequent annual Becky Quick CNBC interview with Warren Buffett; an article from Miles Johnson which examines some common factors among successful fund managers; then two articles from London Value
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Welcome to the 28th edition of Value Investor Digest In this edition we feature the video and transcript of Charlie Munger speaking at the Daily Journal meeting, an article with some of Seth Klarman’s comments from his most recent Baupost letter to investors, a recent memo written by Howard Marks
Welcome to the 27th edition of Value Investor Digest In this edition we feature Nick Kirrage’s presentation video from the London Value Investor Conference 2016, a full issue of Value Investor Insight which includes interviews with some of the London Value Investor Conference speakers, a report by Michael Mauboussin; and
Welcome to the 26th edition of Value Investor Digest In this edition we feature the London Value Investor Conference overview video, a Barron’s article featuring six of the sixteen stock picks from the LVIC 2016, an Investment Week article on the rebirth of Value Investing, four audio interviews with conference speakers;
Welcome to the 25th edition of Value Investor Digest In this edition we feature a complimentary research report from Boyar Value Group, some early Scion Capital letters written by Michael Burry whose character featured in the recent hit movieThe Big Short, conference speaker David Iben’s recent thought-piece on The Big Long,
Welcome to the 24th edition of Value Investor Digest In this edition we feature two memos from LVIC speaker Howard Marks, both released in the past week. There is also a Bloomberg video interview where Howard briefly discusses the first memo. In addition, we feature an FT article on Amazon,
Welcome to the 23rd Edition of Value Investor Digest In this edition, we feature a Business Insider summary of a recent Baupost letter, a summary of Guy Spier’s approach to using checklists, a video of Tom Russo’s talk at Google on “Global Value Investing”, a ValueWalk article on Pzena Asset
Welcome to the 22nd edition of Value Investor Digest. In this edition, we feature the latest memo from Howard Marks: “It’s Not Easy”, a John Authers piece on the rise of indexes in recent decades, and another FT article by John Plender on the tough choices Pension Fund Trustees have with their Value Managers
Volkswagen, Oracle, Lonmin Top Value Managers’ Picks Jonathan Buck, Europe Editor at Barron’s attended the London Value Investor Conference this year and has written an article which features some of the investment ideas presented at the conference. These include Davide Campari-Milano, Regus, Volkswagen, Lonmin and Oracle.
Howard Marks interviews Joel Greenblatt Joel Greenblatt and Howard Marks are both graduates of Wharton, Marks mentioned in the interview that there was an unusual cluster of successful investors from Wharton at the end of the 1970s – and they should investigate “what was in the water at the time”.
