This past Friday April 23,2010 four great value gurus were on Bloomberg TV. The gurus are
Bruce Greenwald, David Winters, Tom Russo, and Bob Olstein. I was lucky enough to find the video. The video is almost half an hour and it is split up into three videos. The interview took place at Columbia Business School.
In the first part of the video the gurus talk about the future of investing, assets, earnings, Warren Buffett, and how value investing has changed. The investors also discuss the mistakes they made during the financial crisis.
Dan Loeb's Third Point returned 11% in its flagship Offshore Fund and 13.2% in its Ultra Fund for the first quarter. For April, the Offshore Fund was up 1.7%, while the Ultra Fund gained 2.3%. The S&P 500 was up 6.2% for the first quarter, while the MSCI World Index gained 5%. Q1 2021 hedge Read More
I will post videos II and III shortly.