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
Berkshire Hathaway Inc. (NYSE:BRK.A) (NYSE:BRK.B) Chairman and CEO Warren Buffett spoke with FOX Business Network's (FBN) Liz Claman about the upcoming shareholder meeting, his succession plans and the economy. Regarding... read more
Martin Haugh and Garud Iyengar of Columbia University talk about Financial Engineering and Risk Management Part I. This course provides an introduction to various classes of derivative securities and... read more
In an presentation at Delivering Alpha, a conference presented by CNBC and Institutional Investor, investor Jim Chanos reveals his 'best idea' right now: betting against the stock price of... read more
Commemorating the firm’s 40th anniversary in 2014 was both an accomplishment and a reaffirmation of Brandes Investment Partners’ commitment to value investing and to our clients. In this Q&A,... read more
Walter Isaacson on his lastest book about advances in technology called: "The Innovators: How a Group of Hackers, Geniuses, and Geeks Created the Digital Revolution." H/T Value Investing World Walter Isaacson... read more
Where the Black Swans Hide & the 10 Best Days Myth via SSRN Mebane T. Faber Cambria Investment Management August 1, 2011 Cambria – Quantitative Research Monthly, August 2011 Abstract: Below we examine market... read more
Thanks to a global epidemic, trillions of dollars instantly disappeared during the first quarter of this year, and then, abracadabra…the losses turned into gains and magically reappeared in the... read more
Horos Asset Management commentary for the first quarter ended MArch 31, 2020. Q1 2020 hedge fund letters, conferences and more Dear co-investor, We finished what has been one of the most challenging... read more
Via David Bianco, Priya Hariani, Ju Wang of Deutsche Bank on the improving conditions of S&P 500 (.INX) pension funds. S&P 500 pension situation update: Deficits are fading and may... read more
Spring is in the air and so too is the prospect of a sharp decline in the global oil inventory excess according to HSBC’s Natural Resources & Energy research... read more
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