We received some speaker presentations from Jim Grant’s recent conference on October 21st 2014. VW will be providing more coverage of what happened at the conference (stay tuned) – for now we are posting some of the slides.
The line-up was
Baupost's investment process involves "never-ending" gleaning of facts to help support investment ideas Seth Klarman writes in his end-of-year letter to investors. In the letter, a copy of which ValueWalk has been able to review, the value investor describes the Baupost Group's process to identify ideas and answer the most critical questions about its potential Read More
We have slides from Greenwald, Mikhailovich, and Hague. Check them out below. Note – besides for the notes we will have up soon we will be posting any other slides we get, so stay tuned.