Everything Charlie Munger_A Compendium of Articles
He is a deep value investor in small caps.
VII_Aug2011_BobRobotti and Robotti-ValueInvestingCongress-100212
VII_Oct2010_Ghazi and Ghazi-ValueInvestingCongress-100112 Learn more by downloading the annual reports (3 years) and proxies, study and try to value the company. THEN read his presentation. Do you agree/disagree? I bet less than 1 in 10,000 people would make the effort. While I bet some “investors” bought LAYN on their crackberries/IPhones after a few words by the speaker. You can do better. Make the effort and go the extra mile.
VII_May2011_LloydKhaner and Khaner-ValueInvestingCongress-100212
VII_March2007_BarryRosenstein and Rosenstein-ValueInvestingCongress-100112
VII_Feb2007_AlexRoepers and Roepers-ValueInvestingCongress-100212
VII_Dec2010_JeffUbben and Value Investing Congress presentation-Tilson-10-1-12
Gottfried-ValueInvestingCongress-100212 (obscure micro-caps)