Notes from the Value Investing Congress
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October Idea of the Month: Scary Times? Buy Something Strange
As I usually do in the weeks following the Value Investing Congress, I’m featuring a favorite idea from that Congress as our “Idea of the Month” this time around — and though it was hard to narrow down the list this year I decided to go with one of the smaller and more unusual ideas, […]
3 Comments Read MoreNorthern Value? — Notes from the Value Investing Conference
The Value Investing Congress is always an interesting place to hear about ideas and strategies from some of the better money managers and analysts around, but I’m finding it particularly valuable this year … when the market is going through crazy gyrations and moving up and down on macro news like European debt or unemployment […]
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Travis I have kept my eye on Holloway Lodging since your coverage. I have stayed away and I am not sure what to make o...
Hi Travis, Thanks again for your giving us all those ideas and great Infos from Vegas. I clearly remember this guy Go...