David Stevenson Interviews From The LVIC 2016

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David Stevenson Interviews From The LVIC 2016


David Stevenson Interviews From The LVIC 2016 by London Value Investor Conference

David Stevenson interviewed the following speakers at the LVIC 2016 after they had presented. These interviews are good follow-ups to the presentations given by the speakers as they discuss many of the themes and investment ideas presented at the conference.

David Iben of Kopernik Global Investors

Seth Klarman’s 2021 Letter: Baupost’s “Never-Ending” Hunt For Information

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

Jonathan Mills of Metropolis Capital

Andrew Hollingworth of Holland Advisors

Philip Best &

Marc Saint John Webb

of Quaero Capital

London Value Investor Conference

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