Even though most of my investing career has been focused on small caps, I think blanket optimism for smaller stocks is dangerous.
J.Dennis Jean-Jacques of Ocean Park Investments discussed his philosophy, idea generation process, and selected areas of opportunity.
Daniel Gladiš of Vltava Fund presented his investment thesis on Stellantis (Italy: STLAM, US: STLA) at European Investing Summit 2023.
Christian Billinger of Billinger Förvaltning presented his investment thesis on Nestle (Switzerland: NESN) at Best Ideas 2022.
Chris Goulakos of Balius Partners and Howard Marks of Oaktree Capital Management joined the MOI Global community at Latticework 2022.
Bryan R. Lawrence addressed the topic, "How to Generate Great Returns and How to Deliver Them to Clients," at Latticework 2021.
We had the pleasure of speaking with James Aldigé, Managing Partner of Clio Asset Management, based in Charlottesville, Virginia.
Ted Seides discussed his book, Capital Allocators: How the World's Elite Managers Lead and Invest, at Meet-the-Author Summer Forum 2021.
We had the pleasure of speaking with Bryan R. Lawrence of Oakcliff Capital, based in New York. The conversation took place in April 2021.
We have a simple plan going forward: Keep doing what we do. Having turned $1 into $14 over 16 years, we would like to turn $14 into $100.
The agenda will begin with volatility-based alpha; we’ll move into our process and then discuss our wealth-building compounders.
Our story begins in Omaha, when a young Warren Buffett set out on a path that would change both his and his investors’ lives.
The market has a range of artificially inflated stocks whose prices must fall 80% before we can have a sensible discussion...
OPF’s portfolio companies have staying power and financial flexibility and are capably managed by “owner-operator” executives.
Larry Cunningham discussed "Dear Shareholder: The best executive letters from Warren Buffett, Prem Watsa and other great CEOs."
Warren Buffett addressed Berkshire shareholders remotely from Omaha. Greg Abel joined Buffett for the extended Q&A session.
Tom Russo of Gardner Russo & Gardner joined members for a LIVE Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.
Charlie Munger spoke to Daily Journal shareholders and answered questions at DJCO’s annual meeting in February 2020.
Schwab is a business I have long admired, and a brief window in October offered the chance to invest at prices I viewed as attractive.
Phil Ordway of Anabatic Investment Partners led a session at Best Ideas 2020, examining (i) capital allocation and (ii) discount brokers.
