David Sokol’s notes from the 2018 Ivey Ben Graham Value Investing Conference in Canada from April 2018. More coverage here. 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 [timeless] Q1 hedge fund letters, conference, scoops etc (Inaudible). And with that I’d like to ask David Sokol to give us his insights…
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