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
Digest
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
Welcome to the 30th edition of Value Investor Digest The Berkshire Hathaway Annual Shareholders Meeting will take place today and so we have several articles to bring you related to that event, including a link to the live stream which can be accessed below. This edition also features a recent
Welcome to the 29th edition of Value Investor Digest In this edition we feature the Berkshire Hathaway annual shareholder letter and subsequent annual Becky Quick CNBC interview with Warren Buffett; an article from Miles Johnson which examines some common factors among successful fund managers; then two articles from London Value
Welcome to the 28th edition of Value Investor Digest In this edition we feature the video and transcript of Charlie Munger speaking at the Daily Journal meeting, an article with some of Seth Klarman’s comments from his most recent Baupost letter to investors, a recent memo written by Howard Marks
Welcome to the 27th edition of Value Investor Digest In this edition we feature Nick Kirrage’s presentation video from the London Value Investor Conference 2016, a full issue of Value Investor Insight which includes interviews with some of the London Value Investor Conference speakers, a report by Michael Mauboussin; and
Welcome to the 26th edition of Value Investor Digest In this edition we feature the London Value Investor Conference overview video, a Barron’s article featuring six of the sixteen stock picks from the LVIC 2016, an Investment Week article on the rebirth of Value Investing, four audio interviews with conference speakers;
Welcome to the 25th edition of Value Investor Digest In this edition we feature a complimentary research report from Boyar Value Group, some early Scion Capital letters written by Michael Burry whose character featured in the recent hit movieThe Big Short, conference speaker David Iben’s recent thought-piece on The Big Long,
Welcome to the 24th edition of Value Investor Digest In this edition we feature two memos from LVIC speaker Howard Marks, both released in the past week. There is also a Bloomberg video interview where Howard briefly discusses the first memo. In addition, we feature an FT article on Amazon,
Welcome to the 23rd Edition of Value Investor Digest In this edition, we feature a Business Insider summary of a recent Baupost letter, a summary of Guy Spier’s approach to using checklists, a video of Tom Russo’s talk at Google on “Global Value Investing”, a ValueWalk article on Pzena Asset
