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. Marcelo Lima has a retailer to share today — he argues that retail is not as dead as we think it migth be — notes examples of South Koreans […]
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As most of the Irregulars know, I try to get to all of the Value Investing Congress conferences, and I share my thoughts and notes on many of the stocks (and often invest in a few, eventually). This time I was able to make it to town in time for the pre-conference Workshop, which involves […]
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