X
2013

I Like Big... And I Cannot Lie

Value Investing Congress (Las Vegas, NV)

icon
2012

Active Value Investing Process

icon
2012

Electronic Arts

FAME conference in San Francisco

icon
2011

China – The Mother of All Grey Swans

John Hopkins Applied Physics Lab (Washington DC)

icon
2010

Japan – Past the Point of No Return / China – The Mother of All Grey Swans

Casey Research Summit (San Diego, CA)

icon
2009

Steroided We Are

CFA Conference (Phoenix, AZ)

icon
2008

Active Value Investing and Jos. A. Bank

Value Investing Congress (Pasadena, CA)

icon