Many email subscribers miss out on a lot because they only are subscribed to value investing news and not business news. In general, business news has to do with topics more breaking in nature (whereas value investing could be a new Ben Graham article discovered from the 1950s), but we cover a lot of value news ie investment conferences, hedge fund letters, activism, stock related write ups. In the future we hope to have more options but for now we recommend subscribing to both categories (which can be updated here). Below is some stuff you may have missed and might want to check out.
Value Investing News wrap
See Baupost Group’s latest purchase; our notes from Invest For Kids, Ira Sohn London and Great Investors’ Best Ideas (GIBI) Investment Symposium from this past week; Lots of interesting articles about market valuation from a variety of perspectives.
At this year's inaugural London Quality Growth Investor conference, Denis Callioni, analyst and portfolio manager at European investment group Comgest, highlighted one of the top ideas of the Comgest Europe Growth Fund. According to the speaker, the team managing this fund focus on finding companies that have stainable growth trajectories with a proven track record Read More