Ben Claremon of http://inoculatedinvestor.blogspot.com/ compilied some excellent notes on the latest value investing congress in Pasadena. While, Ben thinks that all the speakers were insightful, the ones that stood out were Ori Eyal and Guy Gottfried. Ben’s notes on all 14 speakers can be found below in scribd. There are 71 pages of notes, so if you are looking for a specific speaker or topic i.e. the federal reserve, just do a search, which is located on the bottom toolbar.
Coho Capital 2Q20 Commentary: Podcasts, The New Talk Radio
Coho Capital commentary for the second quarter ended June 30, 2020. Q2 2020 hedge fund letters, conferences and more Dear Partners, Coho Capital returned 46.6% during the first half of the year compared to a loss of 3.1% in the S&P 500. Many of our holdings, such as Netflix, Amazon, and Spotify, were perceived beneficiaries Read More