Allan MacDonald, Elizabeth Lilly and Jan Hummel notes from the 2018 Ben Graham Value Investing Conference this past week in Canada. [timeless] Also check out our Sohn Conference notes right here. We will also be adding much more extensive coverage of the event in coming days for Premium readers in particular. Also Baupost letter Klarman On Bitcoin the danger of Chinese leverage Discipline while value investing in bubby times Value investing is not dead Radicalization of politics Dangerous FAANG valuations Q1 hedge fund letters, conference, scoops etc Allan MacDonald – Finding great investment opportunities in new business models Looking at companies with no…
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