Presentations

  Active Value Investing – speech / presentation [download PDF] – August 2009

 This  speech / presentation qualifies as a second (free) edition of the first part of my book – the part that explains why we are  likely suffering through a range-bound market.  I updated the data; found a better way to explain old and new topics; changed my mind on some things; and answered questions that have been raised by readers.   I have to warn you its is 20 pages long.  However, a lot of space is consumed by charts and tables thus don’t let the size scare you.  Kill some trees, don’t kill your eyes – print it.

 Japan – Past the Point of No Return -  [download PDF] – February 2009

 China - The Mother of All Black Swans  -  [download PDF] – February 2009

Steroided We Are – presentation -  [download PDF] – November 2009

This presentation covers concepts I described in the article Our Steroidally Challenged Economy .  The presentation covers the main concepts discussed in the article and also shows how we are positioning for this very different economy. 

 Active Value Investing and Jos. A. Bank - presentation  [download PDF] – May 2008

I gave this presentation at Value Investor Congress in Pasadena in May 2008.  Jos. A. Bank analysis starts on slide 31.