Panel discussion with analysts, Lowry Howell, Jim Thompson, and Ken Siazon, moderated by Lee Harper. Q&A with analysts joined by Mason Hawkins, CEO of Long Leaf . Broken down into sections so that you may choose which aspects you want to listen to.
Click on the MP3 audio tab to listen to that specific topic.
| Subject and Speaker | |
| Analysts describe backgrounds and attraction to Southeastern Lee Harper, KenSiazon, Lowry Howell, Jim Thompson (5:40 Minutes) |
MP3 Audio |
| What differentiates Southeastern’s research? Lee Harper, Lowry Howell, Jim Thompson, KenSiazon (3:28 Minutes) |
MP3 Audio |
| Lessons of 2008 Lee Harper, Jim Thompson, Lowry Howell, KenSiazon (3:15 Minutes) |
MP3 Audio |
| How macro themes impact company analysis Lee Harper, KenSiazon, Lowry Howell, Jim Thompson (7:14 Minutes) |
MP3 Audio |
| What opportunity is most exciting today? Lee Harper, Lowry Howell, Jim Thompson, KenSiazon (4:39 Minutes) |
MP3 Audio |
| Corporate management interaction post-2008 Lowry Howell, Mason Hawkins, Lee Harper (4:41 Minutes) |
MP3 Audio |
| View on Dell Mason Hawkins (3:38 Minutes) |
MP3 Audio |
| Lockheed Martin Lowry Howell, Jim Thompson (2:57 Minutes) |
MP3 Audio |
| View on dividends Mason Hawkins (1:57 Minutes) |
MP3 Audio |
| How Southeastern adds value to companies we own Mason Hawkins (2:47 Minutes) |
MP3 Audio |
| Corporate governance in Japan, NKSJ & Olympus Ken Siazon, Jim Thompson (4:22 Minutes) |
MP3 Audio |
You aren’t subscribed?
If you enjoyed this post, you can subscribe for our free content via RSS Feed, Facebook, Twitter You can unsubscribe at any time, and your information will not be sold to any third parties.
More on this topic
(What's this?)
Mason Hawkins Comments from Latest LongLeaf Letter
(ValueWalk.com, 4/20/12)
Mason Hawkins Buying a Highway Near You
(ValueWalk.com, 3/7/12)
Related posts:
- LongLeaf Annual Shareholder Meeting
- LongLeaf Partners Semi Annual Shareholder Release 2011
- Panel Discussion With Top Economists (Value Investing Congress 2008)
- Graham & Doddsville Newsletter Winter 2010
- A Discussion With The Managing Directors of Tweedy Browne
- Whitney Tilson’s T2 Partners June Shareholder Letter
- Fraud, or the greatest value investment ever? Life Partners (LPHI)
