The annual London Value Investor Conference took place on 20th May 2015 with speakers including Neil Woodford, Jonathan Ruffer, Charles Brandes, Dato’ Cheah Cheng Hye and Hassan Elmasry. Visit http://londonvalueinvestor.com for details about the next London Value Investor Conference.
A bit promotional but also some good material – see Marketfolly for notes on the conference
The price/earnings ratio (P/E) has a multiplier effect on stock returns. Over 10–20 years, it can dramatically increase or decrease your total return. Q4 hedge fund letters, conference, scoops etc mohamed_hassan / Pixabay In... Read More
Oil Project Selection By Metrics Magne Emhjellen Petoro A.S. Petter Osmundsen University of Stavanger; CESifo (Center for Economic Studies and Ifo Institute) May 19, 2016 CESifo Working Paper Series No. 5898 Abstract: The recent fall in... Read More
Howard Marks on the Different Approaches to the Business of Investing Howard Marks Read More
Social media has brought a great revolution not just in our personal life, but it has also transformed the business world completely, around the globe. The marketing and promotion... Read More
Bloomberg Television’s Erik Schatzker talks to Morgan Stanley President Colm Kelleher about Brexit’s impact on banks, revealing that the firm would consider moving its European headquarters from London to... Read More
WILL THE NEW SHAREHOLDER-DIRECTOR EXCHANGE ACHIEVE ITS POTENTIAL? via Carl Icahn's new blog February 13, 2014 by Carl Icahn Via FBN The recent announcement of the formation of the Shareholder-Director Exchange, a new group... Read More
Madera Technology Partners commentary for the month of September 2017, titled, "Getting In Touch With Reality." Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading... Read More
With just 50 days left until Greece’s March 20th bond series repayment of $18.5B becomes due, the future of the Eurozone remains unclear.  The unofficial deadline for reaching an... Read More
From FPA Capital Q3 letter to investors, also see FPA 2013 Q3 Fund Fact Sheets Portfolio Commentary & Outlook The all too often heard phrase of "don't fight the Fed" continues to... Read More
On Wednesday, Goldman Sachs Group, Inc. (NYSE:GS) settled a $698 million class action suit by investors who alleged losses from mortgage loan-backed securities by the extinct subprime lender New Century Financial... Read More
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