The Inoculated Investor’s Value Investing Congress Meeting Notes
The Value Investing Congress took place in Pasadena, California last week. The Congress is a major event in the value investing community and featured many well known speakers including Paul Sonkin, Bruce Berkowitz, Mohnish Pabrai, Tom Russo, Whitney Tilson, and many others. Fund managers discuss macro viewpoints as well as specific actionable investment ideas.
The Inoculated Investor has provided a terrific set of notes from the Congress covering two days of sessions. In addition, detailed notes on Wesco Financial Corporation’s annual meeting are provided. Charlie Munger’s comments are always worthy of careful attention and this year was no exception. The entire value investing community owes Ben of The Inoculated Investor a debt of gratitude for providing this level of detail free of charge.
Click on this link for Value Investing Congress Meeting Notes
Click on this link for Wesco Annual Meeting Notes
The author of this post is a private investor and writer focused on applying value investing techniques to find securities trading well below intrinsic business value. He is a Manual of Ideas contributor and editor of The Rational Walk.
Disclosure: Long Berkshire Hathaway. Wesco is a 80 percent owned subsidiary of Berkshire Hathaway.