London Value Investor Conference Notes 2016: Marks, Eveillard, Montier

0
London Value Investor Conference Notes 2016: Marks, Eveillard, Montier

London Value Investor Conference Notes 2016: Marks, Eveillard, Montier – MArketFolly has a great summary below are links

Howard Marks (Oaktree Capital) presentation

Jean-Marie Eveillard (First Eagle) presentation

Baupost’s Seth Klarman Suggests That The U.S. Could Be Uninvestable One Day

Seth KlarmanIn his 2021 year-end letter, Baupost's Seth Klarman looked at the year in review and how COVID-19 swept through every part of our lives. He blamed much of the ills of the pandemic on those who choose not to get vaccinated while also expressing a dislike for the social division COVID-19 has caused. Q4 2021 Read More

James Montier (GMO) on emerging markets

Jonathan Mills (Metropolis Capital): long Ryanair

Philip Best and Marc Saint John Webb (Quaero Capital): 2 long ideas

Nick Kirrage (Schroder Recovery Fund): long Royal Bank of Scotland

Alex Wright (Fidelity Special Situations Fund): 2 long ideas

Michael Keller (Brown Brothers Harriman): long Zoetis and long Perrigo

Anne-Mette de Place Filippini (Burgundy Asset Management): long Cielo

Alex Morozov (Morningstar Equity Research): long Elekta

Dan Abrahams (Alfreton Capital): long Ocado

Andrew Hollingworth (Holland Advisors): long Exor

David Iben (Kopernik Global) presentation

Francois Badelon (Admiral Gestion): long Easyjet

More via http://www.marketfolly.com/2016/06/london-value-investor-conference-notes.html#ixzz4AN8Kfvu1

 

Updated on

Sheeraz is our COO (Chief - Operations), his primary duty is curating and editing of ValueWalk. He is main reason behind the rapid growth of the business. Sheeraz previously ran a taxation firm. He is an expert in technology, he has over 5.5 years of design, development and roll-out experience for SEO and SEM. - Email: sraza(at)valuewalk.com
Previous article Matthews Asia: “Like Us” In Asia – Digital Adoption And Usage
Next article Crown Castle (CCI): A High Quality REIT With Healthy Dividend Growth Prospects

No posts to display