Description: Turning the notion of diversification on its head, concentrated value investors pick a small group of undervalued stocks and hold onto them through even the lean years. While the concentrated investing approach has been championed by Warren Buffett, the best-known value investor of our time, a small group of lesser-known investors has also used this approach to achieve outstanding returns.
In Concentrated Investing, the team of Allen Benello, Michael van Biema and Toby Carlisle chronicle the virtually unknown—but wildly successful—value investors who have regularly and spectacularly blown away the results of even the world's top fund managers. They unveil the strategies of these investors that make this approach incredibly profitable, while at the same time showing how to mitigate risk over time. Highlighting the history and approaches of top value investors, the authors tell the fascinating story of the investors who dare to tread where few others have, and the wildly-successful track records that have resulted.
A Look Back At Warren Buffett’s Best and Worst Oil & Gas Investments
Warren Buffett is perhaps best known for his large investments in some of the world's most recognizable brands, companies like Coca-Cola, American Express and Apple. Q1 2020 hedge fund letters, conferences and more Companies that fit into this bracket seem to fall squarely within his circle of competence. They sell a product that's easy to Read More
About the Speaker Michael van Biema is the founder and managing principal of van Biema Value Partners, LLC, which he established in 2004. Michael was previously a faculty member of Columbia Business School, where he taught value investing, general corporate finance, capital markets, securities analysis and entrepreneurial finance in both the regular and executive MBA programs. He also served as director of a multi-year, multi-million dollar research project into productivity in the service sector funded by the Alfred P. Sloan Foundation. Michael is the author of numerous publications, including an article in the Harvard Business Review entitled “Managing Productivity in the Service Sector” (Summer 1998) and co-author of the book "Value Investing from Graham to Buffett and Beyond"(Wiley, June 2001). He continues to lecture internationally on value investing.