Weitz Investment Management 2014 Annual Meeting

Below is a collection of videos from Weitz Investment Management on their Annual Meeting 2014. Enjoy!!

H/T dataroma.com

Seth Klarman Tells His Investors: Central Banks Are Treating Investors Like “Foolish Children”

Volatility"Surreal doesn't even begin to describe this moment," Seth Klarman noted in his second-quarter letter to the Baupost Group investors.  Commenting on the market developments over the past six months, the value investor stated that events, which would typically occur over an extended time frame, had been compressed into just a few months. He noted Read More


Weitz Investment: Investment Philosophy

Weitz Investment: Investment Strategy

Weitz Investment: Funds Review

Growing Circles of Research

Fixed Income Investing in Today’s Market

Outlook

QA What are your thoughts on the rising property costs and real estate in China?

QA Can you discuss if there is a typical time frame from when you first discover a stock.

QA How do you know what you don’t know?

QA Can you give a brief overview of recent changes in LIberty

QA Can you give an update on Liquidity Services

QA How do you determine your comfort level of debt?

QA What is the average difference between a company’s current price?

QA What is the maximum cash you would hold?

QA Can you explain the option strategies in PIII?

QA Do you have any positions in Wal-Mart Stores, Inc. (NYSE:WMT) or Verizon Communications Inc. (NYSE:VZ)?

QA What is your partnership with Conestoga Magnet School?

QA Given the increasing investment in the energy sector..

QA Do you think there is any effect from European economies

Can you discuss natural gas investments?

QA How does any decision not to ramp down Fannie Mae / Federal National Mortgage Assctn Fnni Me (OTCBB:FNMA) and Freddie Mac / Federal Home Loan Mortgage Corp (OTCBB:FMCC).