Value Investing Congress, Day Two

by Travis Johnson, Stock Gumshoe | April 4, 2014 6:32 pm

Here are my notes from the presentations on the second day at the Value Investing Congress[1]:

Eric Sprott, “Investing Opportunity of Your Lifetime” (Gold market manipulation)[2]

Isaac Schwartz, “Hidden in Plain Sight” (Kazakh banks and Russian flooring)

David Hurwitz[3], “Opportunities for Investment in Korea[4]”

Michael Kao[5], Akanthos “The TAO of Asymmetric Investing” (Tag Oil)

Petra Capital[6],“In Search of ‘Hidden’ Champions in South Korea” (Korean emerging multinationals, hard to buy for individuals)

John Lewis[7], Osmium Partners[8] “Value: 180 Degrees From North to South” (Rosetta Stone, Tucows, Intersections)

Zeke Ashton, “Apples to Apples” (Tesla vs. BMW)[9]

Dan Ferris[10], “Best Royalty Company in the World” (Altius)

Arnaud Ajdler, “Investing in Change” (Hill International)[11]

Endnotes:
  1. Value Investing Congress: https://www.stockgumshoe.com/tag/value-investing-congress/
  2. Eric Sprott, “Investing Opportunity of Your Lifetime” (Gold market manipulation): http://www.stockgumshoe.com/2014/04/eric-sprott-investment-opportunity-of-your-lifetime/
  3. David Hurwitz: http://www.stockgumshoe.com/2014/04/david-hurwitz-opportunities-for-activism-in-korea/
  4. Korea: https://www.stockgumshoe.com/tag/korea/
  5. Michael Kao: http://www.stockgumshoe.com/2014/04/michael-kao-akanthos-capital-the-tao-of-asymmetric-investing/
  6. Petra Capital: http://www.stockgumshoe.com/2014/04/petra-capital-in-search-of-hidden-champions-in-south-korea/
  7. John Lewis: http://www.stockgumshoe.com/2014/04/john-lewis-value-180-degrees-from-north-to-south/
  8. Osmium Partners: https://www.stockgumshoe.com/tag/osmium-partners/
  9. Zeke Ashton, “Apples to Apples” (Tesla vs. BMW): http://www.stockgumshoe.com/2014/04/zeke-ashton-centaur-apples-to-apples/
  10. Dan Ferris: http://www.stockgumshoe.com/2014/04/dan-ferris-best-royalty-investment-in-the-world/
  11. Arnaud Ajdler, “Investing in Change” (Hill International): http://www.stockgumshoe.com/2014/04/arnaud-ajdler-investing-in-change/

Source URL: https://www.stockgumshoe.com/2014/04/value-investing-congress-day-two-4/


One response to “Value Investing Congress, Day Two”

  1. arch1 says:

    Travis; somewhere on the many comments you are generating,someone,maybe you mentioned government intrusion. That is a very important consideration in all our affairs. The “other congress” USA senate & house seem intent on more & more involvement in formerly private affairs. I don’t blame the politicians but rather those who elect them. I realize that often the choice is between tweedledum & tweedledumber but what has happened to the thinking process in this country where incompetent incumbents are overwhelmingly returned to office,, where they busily resume enriching themselves. For thin-skinned readers please note I did not take sides. I equally dislike both republicans and democrats [as if there was any real difference between charlatans] IMHO of course. I just wish they would leave me alone { as I hypocritically draw my social security] .. Please excuse late night rant ,,,caused by listening to Infotainment “news”.

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