Value Invest

Digest

VID May 2019

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

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VID March 2019

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

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VID January 2019

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

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VID November 2018

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

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VID September 2018

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

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VID July 2018

Welcome to the 35th edition of Value Investor Digest In addition to the usual collection of articles of interest to Value Investors we are delighted to announce the launch of a new conference: Value Invest New York – December 4 2018. The articles featured in this edition include a link

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VID May 2018

Welcome to the 34th edition of Value Investor Digest The Berkshire Hathaway Annual Shareholders Meeting will take place tomorrow (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 which can be accessed

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VID March 2018

Welcome to the 33rd edition of Value Investor Digest In this edition we feature an FT article titled “Value Investors Brave Brexit Noise in Bargain Hunt”, Buffett’s Berkshire Hathaway Annual Shareholder Letter, an article describing how London Value Investor Conference speaker Tim Martin’s J D Wetherspoon conquered Britain, a transcript

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VID January 2018

Welcome to the 32nd edition of Value Investor Digest In this edition we feature a Hosking Partners report on The Death of the Brand, a letter that Warren Buffett sent to the Management of See’s Candies in 1972; a 1975 video with John Templeton, Warren Buffett and Robert Wilson; videos

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VID October 2017

Welcome to the 31st edition of Value Investor Digest In this edition we feature the latest memo from Howard Marks “There They Go Again…Again”, an article from Pimco on the demographic issues surrounding the global savings glut (and whether or not this is likely to change soon), an Economist article

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