Zeke Ashton presenting: “Dumb and Dumber” at the 8th Annual Value Investing Congress.
Zeke Ashton of Centaur Capital Partners will be presenting: Dumb and dumber at Value Investing Congress.
Zeke Ashton is the founder and Managing Partner of Centaur Capital Partners, a value-oriented investment firm based in Southlake, Texas. Centaur Capital Partners is the advisor to the Centaur Value Fund, a long / short private investment partnership.
Additionally, we are offering a special two-day only 50% off discount on registrations for the Value Investing Congress taking place in September for all ValueWalk readers.
Regular Price: $4,695
Two-Day Special – 50% off: $2,345
Expiration: Wednesday, May 7, 2013 Midnight
Zeke Ashton Live Coverage
2:10 PM EST: Ashton kicks off his presentation, says that it would be best to learn from your own mistakes in investment and from those of others.
2:15 PM: Ashton says that emotional mistakes are more common than analytical mistakes in investing. Says good investment opportunities are hard to find.
2:25 PM: Ashton is saying that trailing 12 month multiples should be carefully probed.
2:40 PM: Ashton praises Warren Buffett, says he is a a successful investor because he separates emotional and analytical perspectives.
2:42 PM: Ashton is not a fan of homebuilders. The St. Joe Company (NYSE:JOE) was deceptively under valued a couple of years ago, calls it a value trap. The St. Joe Company (NYSE:JOE) was the famous tug of war between David Einhorn and Bruce Berkowitz a couple of years ago. Einhorn was short, while Berkowitz was long, he is still the Chairman of St.Joe.
2:46: Ashton recommends Fidelity National Financial Inc (NYSE:FNF) and
Ashton has finished his presentation.