Note: the first version of this article contained some errors in price and calculation in the examples given, now corrected. I wrote some about Michael Lewitt’s Zenith Trading Circle when it was launched last September, and there have been several discussion threads about it over the past six months as well. From what I hear, […]
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These are my notes and instant reactions from a presentation at the Value Investing Congress, the notes below might contain errors, paraphrases, incorrect quotes, or misinterpretations. Carlo Cannell has presented at past Congresses, though I don’t know if I’ve written about him before. He argued that boring and mundane industries are the way to go… […]
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Thanks John -- not so impressive lately, indeed... I've been mostly in line with the S&P 500 over the past couple years,...