• 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 Are – PDF – CFA Conference (Phoenix, AZ)
  • 2008- Active Value Investing and Jos. A. Bank PDF– Value Investing Congress (Pasadena, CA)

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