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. David Hurwitz of SC Fundamental has been collaborating with the Petra Capital folks in Korea as they begin to bring activist investing to that country. It’s almost inconceivable that […]
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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. David Hurwitz says that Korea is a value investor’s dream — great companies are cheap, and the backdrop is a wealthy country that’s among the most stable in the […]
David Hurwitz of SC Fundamental presented a thought exercise on valuing a steady and boring company versus a rapid grower that has been steadily losing more money on each new sale. The key is to look at balance sheet — that’s the bedrock the company sits on, earnings can come and go even for very […]
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"He," (David Hurwitz, presumably ?) "started a separate hedge fund just ..for .Korea." Name of hedge fund?...