The Value Investor Conference in Omaha, hosted by the business school at the University of Nebraska-Omaha, is not like most investment conferences — there are a few presenters who speak about specific ideas that they find compelling, and some of them go into detail on those as a way to explain their thought process, but […]
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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. This presentation was not so much about presenting on one stock as it was about explaining his way of thinking, and the kinds of long-term decisionmaking he thinks is […]
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