Presentations


2013 – I Like Big … And I Cannot Lie - PDF - Value Investing Congress (Las Vegas, NV)

2012 – Active Value Investing Process – PDF

2012 – Electronic Arts – PDF - FAME conference in San Francisco

2011 – China - The Mother of All Grey Swans - VIDEO  John Hopkins Applied Physics Lab (Washington DC)  

2010 – Japan – Past the Point of No Return / China - The Mother of All Grey Swans PDF ] Casey Research Summit (San Diego, CA) 

2009 – Steroided We ArePDF - CFA Conference (Phoenix, AZ)

2008- Active Value Investing and Jos. A. Bank - PDF- Value Investing Congress (Pasadena, CA)
 

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