I attended a good chunk of the Value Investing Conference here in Omaha today. I missed yesterday's portion because I was still logging Delta Sky Miles.
Some good stuff here from smart folks. Hope you enjoy! [more]
Here are my notes from this year's Markel brunch in Omaha -- the speakeasy of investor events. There is zero promotion of the event by the company. The only way to know it even exists is if you're a value investing hipster. I love this event because Steve Markel and CIO Tom Gayner are such smart, honest straight shooters. Even better, the audience is packed with smart investors who ask insightful questions that draw the best out of Gayner and Markel. Enjoy the notes! [more]
Here are our robust live blog notes from today's Berkshire Hathaway annual meeting. Enjoy!
Pat Dorsey, one of the best thinkers out there on competitive advantage, just delivered a great talk here at the Value Investing Conference on valuation. Here are the highlights: [more]
NYU professor Aswath Damodaran is an intellectual force of nature who never hesitates to shoot straight. That's a quality value investors appreciate...until he challenges value investing. Damodaran challenged some value investing precepts today head on in a very thoughtful, engaging presentation. Here are the highlights of his talk I was able to capture: [more]