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We're all going to die

Benjamin Franklin first stated that the only two certainties in life are death and taxes.

Some ideas from the Value Investing seminar in Molfetta

As promised in our last post, here below some comments from our visit to this seminar.Our general impression from the speakers is that finding "deep value" stocks has become more difficult than a few years ago.The suggested ideas show a smaller margin of safety compared to earlier years.

8th Annual Value Investing Seminar in Molfetta

Next week, our team will attend the 8th Annual Value Investing Seminar in Molfetta. valueinvestors from the United Statesand Europe will present their very bestinvestment idea, a great opportunity to meet, share ideas and learn from someof the world’s most successful money managers.Confirmed speakers this year include:WHITNEY TILSONT2 PARTNERS LLC, USA GLENN TONGUET2 PARTNERS LLC, USAJOSH TARASOFFGREENLEA LANE CAPITAL, USALLOYD KHANERKHANER CAPITAL LP, USAORI EYAEMERGING VALUE CAPITALMANAGEMENT (EVCM), USASAHM ADRANGIKERRISDALE CAPITAL MANAGEMENT, LLC, USATOM RUSSOGARDNER RUSSO & GARDNER, USAFERNANDOBERNARDBESTINVER, SPAINBORIS V.