Charlie Munger spoke at the DJCO Meeting on September 10th 2014. Alex Rubalcava has some great tweets from the DJCO meeting and he can be relied upon as an accurate source. John Allen of J. Allen Capital Management also has great notes, you can find the tweets from both value investors below. This is REALLY good information, which all value investors should read so bookmark if you cannot read it right now. To get a better understanding of the DJCO and Charlie Munger story we recommend you check some of the stories we embedded at the top of the story. Enjoy!
“The fact that we came into it by accident doesn’t make it a bad solution.” – Charlie on the current state of Fannie & Freddie $DJCO
— Alex Rubalcava (@AlexRubalcava) September 10, 2014Odey’s Special Situations Fund highlights Formula One and Shaw
The Odey Special Situations Fund was down 0.27% for April, compared to its benchmark, the MSCI World USD Index, which was up 4.65%. For the first four months of the year, the fund is up 8.4%, while its benchmark returned 9.8%. Q1 2021 hedge fund letters, conferences and more The Odey Special Situations Fund is Read More