Posts From Editor
WELCOME TO THE 44th EDITION OF VALUE INVESTOR DIGEST In this issue we feature an FT article on the efficient markets hypothesis turning 50, Fundsmiths annual letter, a video from VINY with Howard Marks, an FT article on Hedge Fund returns in 2019, the latest memo from Howard Marks, a Visual
Welcome to the 43rd Edition of Value Investor Digest In this special edition of Value Investor Digest we feature a video of “Mastering the Market Cycle” with Howard Marks of Oaktree Capital from the Value Invest New York conference last year, as well as a complimentary interview with Dan O’Keefe
WELCOME TO THE 42ND EDITION OF VALUE INVESTOR DIGEST In this edition we feature two articles from John Authers; the first is titled “Quality Stocks Are An Overcrowded Trade”, there’s also a Value Investor Insight interview with Mark Pearson, a new Warren Buffett interview which includes his comments on Berkshire’s investments
Welcome to the 41st edition of Value Investor Digest This edition features a question on Brexit from a Member of the House of Lords to Warren Buffett at the Berkshire Hathaway Shareholders Meeting, a CapX article on how well GDP figures capture the benefits of modern innovations, a Hosking Post
Welcome to the 40th edition of Value Investor Digest The Livestream of the Berkshire Hathaway Annual Shareholders Meeting will take place this Saturday (click here to set a calendar reminder) and so we have several articles to bring you related to that event, including a link to the live stream. In
Welcome to the 39th edition of Value Investor Digest Featured in this edition are 15 articles including the Berkshire Hathaway Annual Shareholders Letter, a Barron’s article on LVIC 2019 speaker David Harding of Winton Capital, a Value Investor Insight interview with Oldfield Partners, a John Authers article titled “Let Me
Welcome to the 38th edition of Value Investor Digest Featured in this edition is the January 2019 investment review from Jonathan Ruffer, a Spectator USA article from Mark Asquith of Somerset Capital Management, an Irish Times profile of Michael O’Leary’s 25th anniversary as CEO of Ryanair, an article on Costco’s
Welcome to the 37th edition of Value Investor Digest Featured in this edition are an article in the Economist titled “the Agony of the Value Investor”, a new video interview with Charlie Munger from October 2018, the story of Bill Benter, the gambler who “broke the horse racing code”; a
Welcome to the 36th edition of Value Investor Digest Featured in this edition are a Barron’s article revealing some of the stocks held by Joel Greenblatt’s Gotham Index Plus fund, a Value Investor Insight interview, an FT article by John Authers, a Bloomberg interview with Nike co-founder Phil Knight, an
