Keith Smith of Bonhoeffer Fund shared his thesis on fragmented markets in transition and The E. W. Scripps Company (US: SSP) at Best Ideas Omaha 2022, a member event held during the Berkshire Hathaway annual meeting weekend.
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This talk is also available as an episode of Discover Great Ideas, a member podcast of MOI Global. (Learn how to access member podcasts.)
About the speaker:
Keith Smith, the fund manager, brings over 20 years of valuation experience to the Bonhoeffer Fund. He is a CFA charterholder and received his MBA from UCLA. Keith currently serves as a Portfolio Manager at Bonhoeffer Capital and was previously a Managing Director of a valuation firm and his expertise includes corporate transactions, distressed loans, derivatives, and intangible assets. Warren Buffett and Benjamin Graham’s value-oriented approach of pursuing the “fifty-cents on the dollar” opportunities, underpins Keith’s investment strategy. The combination of his experience and track record led Keith to commit most of his investable net worth to the Bonhoeffer Fund model.