Value Invest

Value Investor Digest

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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VID January 2013

Hetty Green: The Witch of Wall Street Hetty Green was perhaps Wall Street’s first value investor. She was born in 1834 when the financial world was entirely dominated by men. At the time of her death she had liquid assets of an estimated $100m. This article tells the story of

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VID November 2012

Is Tech now ok for value investors? Ever since Warren Buffett announced his investment in IBM, there has been a marked shift in the interest of value investors in this sector. We have believed for some time now that there are some technology businesses which have got such a strong

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VID July 2012

An Interview with Howard Marks on Bloomberg Oaktree Capital, founded by Howard Marks, manages $77 billion, investing mainly in distressed debt, real estate, and corporate debt. In this interview, Marks sets out his belief that it is impossible to get macro calls consistently right, and equally impossible to time purchases

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VID May 2012

Berkshire Shareholders Meeting – 2012 So soon after Buffett’s remarkably candid announcement that he had been diagnosed with stage 1 prostate cancer, it was impressive to hear him and his 88 year old Vice Chairman, Charlie Munger, displaying their usual high levels of energy, acerbic wit and razor sharp analytical

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VID March 2012

Buffett article and annual letter to shareholders Click here for the article Click here for the video Click here for his shareholder letter This article was published in Fortune as an adaption / preview of his shareholder letter, published two weeks later. This would be an excellent one to give

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VID January 2012

The Misguided Mix-up of Celebrity and Leadership Click here Within our long check list of items we use to assess a potential investment is a section on management.  One of those questions asks whether the leadership is “low ego”.  We have long believed that the larger the ego of a

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VID November 2011

Nov 2011     Issue 6 Manual of Ideas Click here Simon was recently interviewed by The Manual of Ideas, a high quality online research resource for value investors, providing screening and detailed research on specific value ideas. Click on the link above for a copy of the interview, which

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VID September 2011

Sept 2011     Issue 5 Invest like you are buying a business–kovitz-investment-group This is from the quarterly update from the Kovitz Investment Group. It highlights one factor that can lead to assets being mis-priced as businesses are compared with a basket of other similar but not identical companies.

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