Annual value investor conference at the university of nebraska, college of business administration. Mick mcguires bullish thesis on united rentals published on september 20, 20 at 2. They prefer a negotiated price, over global market value. The 9th annual value investing congress in new york is over. A classic on value investing and the definitive source on buffett, said the financial times and forbes, of this collection of buffetts famous shareholder letters arranged thematically into a. Ppt value investing powerpoint presentation free to. Abbvie reinforces leadership in dermatology with new data showcasing research advancements across growing portfolio at the 27th european academy. Speakers international value investing conference 2019. Value investing program student information session. Women in agribusiness summit 20 media partners online.
During the 2007 three and nine months, a substantial portion of the change in fair value is associated with the embedded forward or option component, which is risk managed and. Direct investing advicebased wealth business asset management insurance 2,491 business locations1 rpt. A free powerpoint ppt presentation displayed as a flash slide show on id. Value investing congress 2014 presentations full coverage posted by. Investor presentations december 20 henry demone, ceo kelly nelson, cfo. His mother nancy comes to watch his presentations at conferences and he drives a minivan.
Value auto same store unit sales increased 20% yoy. Sep 17, 20 valuewalk readers can get a 53 percent discount on the value investing congress in vegas april 3rd and 4th 20, just use this link to register. Building positions in the value chain ranging from. Valuewalk readers can get a 53 percent discount on the value investing congress in vegas april 3rd and 4th 20, just use this link to register. Join us for the 8th annual spring value investing congress in las vegas. An industry leader in web conferencing, gotomeeting is trusted by millions of people everyday for professional realtime virtual communication.
Whitney tilsons value investing congress presentation. Usually about half of the participants will raise their hands. Aim webinar series the aim webinar series features expert interactive discussions and cuttingedge presentations by the worlds top industry leaders and investment experts, focusing on relevant topics about aims six pillars foreign direct investment, foreign portfolio investment, small and mediumsized enterprises, startups, future cities, and one belt, one road to address the need. Because the majority of the value investing congress presentations were enlightening, lets start with. Commercially launched in 20 customers of equipmentone value having control over the process and price, more than the guarantee of sale. If our speakers give permission, we upload their presentations to the conference website.
Four presentation lessons from president obamas state of the. Value investing the originator of this conservative approach was benjamin graham. The softwareasa service saas company recently launched pandemicrelated services. If you sign up with a valid email address you get access to 45 days delayed ideas. At the value investing congress approximately 20 speakers gave their favorite pitches. Annual investment meeting march 24 26, 2020 dubai, uae. Investor presentation september 20 mark adamson chief executive officer. Symmetricom to present small cells synchronization solutions. Robbiati managing director and chief executive officer not for distribution or release in the united states or to u. Software ag provides solutions that drive digital transformation in organizations worldwide, helping to improve operational efficiency, modernize systems and optimize processes for smarter decisions and better service.
Value investing congress day one by travis johnson, stock gumshoe, september 16, 20 as most of you are no doubt aware right now, one of our special features for the irregulars is that when i attend an investing conference i try to write about all of the interesting ideas i learn about for you. Nevertheless, the library of congress may monitor any usergenerated content as it chooses and reserves the right to remove content for any reason whatever, without consent. Where investors from around the world converge to network with other sophisticated investors and learn from the worlds most successful money managers. May 09, 20 were posting up notes from the ira sohn conference 20 in new york. Thus, its an exacting task to make it persuasive and engaging. Value investors club where top investors share their. I commonly start presentations about foss4lib with the question, does your library use open source software. He presented the long case for caci caci, which he owns 93% of and his second pick was a new position in akamai akam.
Premium value investing speakers and attendees from 6 continents and over 50 countries. Four presentation lessons from president obamas state of. The 10th annual new york value investing congress takes place in new york on september 8th and september 9th 2014. Stop getting fooled by the investment advice industry.
Attentiongetting gra er fail to grab our attention and show why interesting or relevant akground this is optionalbut in some cases audience needs background information. Learn about the value investing program for 2020 2021 year. Best value overview presentations thursday, september 19, 20, 2. Hedge fund presentations by worlds renowned activist investors. I recall you mentioned you were tentatively going to publish your investing handbook last week. Valuewalk will be providing coverage of the event, however, with a little twist this year. As employed by warren buffett, the greatest investor of all time, value investing is the only winning strategy for the long term. Were posting up notes from the 20 value investing congress in new york. Here are some lessons we can learn from president obamas. Agile projects come with a set of challenges and problems that are different from those faced by projects following a traditional methodology. Difficult to value the company because it has chosen to forego current profitability to drive growth by investing in.
Mick mcguires value investing congress presentation. Were posting up notes from the ira sohn conference 20 in new york. While evestment omni populates multiple databases, you must still prepare input files about your firm and strategies. His pupil warren buffett described grahams methods as the usedcigarbutts approachwell smoked, downtothenub cigars but they are free you pick them up and get free puffs out of them. The content of all comments is released into the public domain unless clearly stated otherwise. Today, we will be covering the ira sohn conference as well as salt. The two day conference featured a wide variety of speakers across the value. Prior to joining matthews asia in 20, he was a research analyst with artisan partners on the global value team, responsible for covering panasia stocks across all industries. Partially adjusted ebitda as defined above, further adjusted to exclude the. The information contained in this presentation is it 1999 again is highly confidential and is being provided for. Im sure things are busy, but just wondering if you had an updated estimate for when we can get our first look at your book. Valueact value investing congress presentation oct2012. Attentiongetting gra er fail to grab our attention and show why interesting or relevant akground this is optionalbut in some cases audience needs background information prior to hearing the. Oct 01, 2012 8th annual new york value investing congress october 1, 2012 new york, ny my favorite ideas whitney tilson, t2 partners join us for the 8th annual spring value investing congress in las vegas.
Gotomeeting provides a fast, easy and reliable professional online meeting solution that enables customers to meet face to face, share presentations and chat with colleagues, all with the click of a button. We were at the vic this week, and a few presentations caught our eye. If you are a value investor, you make your investment judgments, based upon the value of assets in place and consider growth assets to be speculative and inherently an unreliable basis for investing. Splunk boasts that customers can have their software up. Erik kobayashisolomon founder ioi capital linkedin. Having uptodate, timely and accurate information in manager databases is a musthave to win institutional business.
Our solutions include an integration platform built on a powerful enterprise service bus that enables organizations to quickly connect virtually any system and. Not one has maintained its initial value much less survived. Value investing once you identify one of those forgotten heroines, it. Lawrences presentation on chemical company ashland, and. Explore investment opportunities in more than 140 countries. Feb 15, 20 of the presentations you may have to deliver for your organization. Value investing strategies, techniques and methods used profitably by thousands of regular citizens around the world our all star team of speakers has successfully transformed thousands of regular people into savvy investors, on track to fulfil all their financial objectives. Mar 09, 2020 a classic on value investing and the definitive source on buffett, said the financial times and forbes, of this collection of buffetts famous shareholder letters arranged thematically into a. Put bluntly, if you are a value investor, you want to buy a business only if it trades at less than the value of the assets in place and view. Ibm think digital will take place may 56, 2020 with a focus on responding to the impacts of covid19. Next up is a summary of the presentation from clifton robbins of blue harbour group. Clifton robbins ira sohn conference presentation on caci. Special value investing congress notes for the irregulars by travis johnson, stock gumshoe, may 6, 20 well, its been a busy, busy first day of the value investing congress they reorganized the event this year to include more presentations, which means i have more notes to share with you. Beini zhou is a portfolio manager at matthews asia and manages the firms asia value strategy, and comanages the asia small companies strategy.
Pitch book software investment presentations assette. View erik kobayashisolomons profile on linkedin, the worlds largest professional community. Explore new ways of working, solve the most pressing issues facing business and society, and engage with the experts leading the way. The three most dangerous words in investing, an update on aig. Premium value investing speakers and attendees from 6 continents and over 50. Abbvie reinforces leadership in dermatology with new data. Results q39m 2017 ifrs, unaudited september 07, 2017. The ascent is the motley fools new personal finance brand devoted to helping you live a richer life. Small cell backhaul is currently a key stumbling block for adoption of next generation mobile services. Prior to joining matthews asia in 20, he was a research analyst with artisan partners on the global value team, responsible for. See the complete profile on linkedin and discover eriks. The library of congress does not control the content posted.
Next up is mick mcguire of marcato capital management and his presentation was entitled dont buy this recovery. Hes the chairman emeritus of the value investing congress. Investor presentation september 20 fletcher building. Value investing congress a few thoughts about risk. Netflix after my presentation last october, but then when carl icahn filed on the stock on october 31st and it ran from. In the past, we have provided both live coverage and follow up analysis of. Symmetricom to present small cells synchronization. For complete access without any delay you have to submit an online application that includes a favorite current investment recommendation. Value investors club where top investors share their best ideas. In orlando, there are at least 275 speeches, educational seminars, and product presentations all.
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