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VALUEx Vail

Germany, Europe and Mother Russia – Excerpts from VALUEx Vail

in The Process/VALUEx Vail by
rodina-mat-russia

I always look forward to Hendrik Leber’s presentations. Hendrik runs a value investment fund named Acatis Investment out of Frankfurt, but he invests globally. In preparation for the conference, I asked him if he could talk about investing from a European perspective, so he did. Hendrik believes that there is no immediate danger of Europe’s monetary…

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The Process – from VALUEx Vail

in FP: Latest/The Process/VALUEx Vail by
vitaliy-katsenelson-the-process-valuexvail

Investing is a peculiar industry because randomness is so deeply embedded in everything we do. I am always fascinated by the investment processes of other successful firms. The outcome of every decision we make results from two inputs: our skill and our luck (randomness, whether good or bad). When you analyze anyone’s investment decisions solely…

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VALUEx Vail 2013

in FP: Latest/VALUEx Vail by
valuexvail-2013-group-image

VALUEx Vail 2013  The Third Annual VALUEx Vail will be held in Vail, Colorado, June 19th through 21nd (Wednesday – Friday) VALUEx Vail is created for serious investors to share ideas and learn from one another’s experiences, all while enjoying each other’s company and fun activities in the gorgeous Colorado mountains. You can read my thoughts from the…

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Thoughts from VALUEx Vail 2012 Conference

in FP: Latest/The Process/VALUEx Vail by
valuex-vail-2012

Here are my thoughts from the VALUEx Vail conference.  The idea for this conference came to me when I attended VALUEx Zurich, organized by Guy Spier and John Mihaljevic  in February 2011 (you can register for VALUEx Zurich 2012, here).  The thought of spending three days learning and sharing ideas with smart, like-minded value investors…

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VALUEx Vail 2012 – Amazon’s Valuation

in FP: Latest/Stock Analysis/VALUEx Vail by
child-binoculars

In this series of several articles I’ll discuss my thoughts from the VALUEx Vail conference.  The idea for this conference came to me when I attended VALUEx Zurich, organized by Guy Spier and John Mihaljevic  in February 2011.  The thought of spending three days learning and sharing ideas with smart, like-minded value investors felt instantly…

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VALUEx Vail 2012

in FP: Latest/VALUEx Vail by
valueXvail

The Second Annual VALUEx Vail will be held in Vail, Colorado, June 20th through 22nd.   VALUEx Vail is designed for serious investors to share ideas and learn from one another’s experiences, all while enjoying each other’s company and fun activities in the gorgeous Colorado mountains. Here are my thoughts and pictures from VALUEx Vail 2011. We’ll have…

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VALUEx Vail 2011 – Thoughts from the conference

in FP: Latest/The Process/VALUEx Vail by
vail

VALUEx Vail 2011 is over.  I already miss these three days.  I got the idea to put together VALUEx Vail after I attended VALUEx in Klosters (a little ski resort town in Switzerland, located on the other – the “value” – side of the mountain from Davos) in February this year.  Since I live only…

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