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]
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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”.