Zeke Ashton: Dumb and Dumber

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Zeke Ashton presenting: “Dumb and Dumber” at the 8th Annual Value Investing Congress.

Zeke Ashton: Dumb and Dumber

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.

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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

First American Financial Corp
(NYSE:FAF). Says the title insurers will play real estate recovery.

Ashton has finished his presentation.

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