Investor Presentations and Munger Mash

Munger

Everything Charlie Munger_A Compendium of Articles

Robotti:

He is a deep value investor in small caps.

VII_Aug2011_BobRobotti and Robotti-ValueInvestingCongress-100212

Ghazi:

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.

More

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

Bill-Ackman-Value-Investing-Congress-100112

Buckley-ValueInvestingCongress-100112

Gottfried-ValueInvestingCongress-100212  (obscure micro-caps)

Mauldin-ValueInvestingCongress-100112

McGuire-ValueInvestingCongress-100112

Tongue-ValueInvestingCongress-100212

VII_March2005_DavidEinhorn

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