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Value Investor Digest

VID September 2015

Welcome to the 22nd edition of Value Investor Digest. In this edition, we feature the latest memo from Howard Marks: “It’s Not Easy”, a John Authers piece on the rise of indexes in recent decades, and another FT article by John Plender on the tough choices Pension Fund Trustees have with their Value Managers

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VID July 2015

Volkswagen, Oracle, Lonmin Top Value Managers’ Picks Jonathan Buck, Europe Editor at Barron’s attended the London Value Investor Conference this year and has written an article which features some of the investment ideas presented at the conference. These include Davide Campari-Milano, Regus, Volkswagen, Lonmin and Oracle.

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VID April 2015

Howard Marks interviews Joel Greenblatt Joel Greenblatt and Howard Marks are both graduates of Wharton, Marks mentioned in the interview that there was an unusual cluster of successful investors from Wharton at the end of the 1970s – and they should investigate “what was in the water at the time”.

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VID March 2015

Boyar Research reports Boyar research, who has been providing independent research since 1975 is a sponsor of this year’s London Value Investor Conference. Boyar has generously agreed to provide VID readers with complimentary research reports. Please click on this link to download a complimentary report. One of the free reports

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VID December 2014

Neil Woodford interview London Value Investor Conference speaker Neil Woodford was interviewed by Killik & Co last week, in this video he discusses the approach of his new fund.

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VID April 2014

“The Security I Like Best”: Warren Buffett’s article on GEICO from 1951 In December 1951, Warren Buffett wrote this article for The Commercial and Financial Chronicle titled “The Security I like Best”;  that security was GEICO. In this article, Buffett set out the virtues of GEICO and his view that at 8

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VID January 2014

Howard Marks’ Latest Memo This latest memo discusses the role of luck, both in life and in investing. Howard discusses numerous examples of where favourable circumstances in conjunction with hard work have led to success. He uses examples of Buffett and others, as well as considering the circumstances of his

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VID October 2013

Warren Buffett on the irreversible nature of pension plan promises This is a wonderful memo written by Buffett in 1975 to the Washington Post Chief Executive Katharine Graham with advice on the pension plan (which is now one of the few with a surplus). It captures much of Buffett’s often

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VID June 2013

Michael Price at the London Value Investor Conference Michael Price is less well known in the UK but is very well known in the US Value investing community.  He started his career in 1975 as a research assistant at Heine Securities later known as Mutual Shares, by 1988 Michael was

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VID March 2013

Even a Subpar Sage is Pure Genius John Kay discusses how Berkshire Hathaway owes its stellar success to a model that is sustainable and simple, so it is baffling that there are so few imitators.

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