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Tuesdays With Morrie

As I get older I value relationships and friendships more and more. I recently read Tuesdays with Morrie for the second time,  and I highly recommend it. A dying teacher is sharing life lessons with a student. The core message of the book: nothing matters more than relationships in this life. After I reread the book I even […]

Germany, Europe and Mother Russia – Excerpts from VALUEx Vail

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 […]

The Process – from VALUEx Vail

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 […]

Valuex Vail: Coming at Shale Oil from a Different Angle

The U.S. oil market, which is going through one of its largest transformations in decades. In fact, watching this market is like watching the invisible hand of a maestro conduct a gigantic orchestra within the constraints imposed by various laws and regulations.

Deep Thoughts from the Valuex Vail Conference

In the four articles to come, I’ll share my detailed thoughts from the conference. (There is no way for me to cover every presentation; therefore I’ll focus on the ones that twitched my writing muse.

Presentations from VALUEx Vail 2013

I’ve written a series of five articles sharing my thoughts from the VALUEx Vail conference.  They will be published over next few week on Institutional Investor. You can view slides from VALUEx Vail 2013 presentations here. 

Thoughts from VALUEx Vail 2012 Conference

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 […]

VALUEx Vail 2011 – Thoughts from the conference

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 […]

VALUEx Vail 2011

I’d like to invite you to the first annual VALUEx Vail being held in Vail, Colorado, June 15th through 17th.  VALUEx Vail is designed for serious PROFESSIONAL investors to share ideas, learn from one another experiences, all while enjoying each others company and fun activities in the beautiful Colorado mountains.     We are only sending out this […]