A Global Symposium for the Rational Investor representing all Six Continents and over 30 Countries.
20th Annual Value Investor Conference - Omaha
Date: Thursday and Friday, May 4 - 5, 2023
Location: University of Nebraska at Omaha, College of Business Administration, Mammel Hall
Previous Speaker Transcripts
NOTICE: We respect the intellectual property rights of our presenters. If our speakers give permission, we upload their presentations to the conference website.
2019 VIC Speaker
Per Börjesson
2019 VIC Speaker
Bill Smead
2018 Berkshire Summit Speaker
Kevin Clayton
2018 Omaha CEO Dinner
Presenter Transcript
• Bruce Flatt, CEO, Brookfield Assest Management - Topic: "REAL ASSETS: The Place to Be"2018 Value Investor Conference
Presenter Transcripts
Chris Swasbrook, Managing Director, Elevation Capital [New Zealand]
Topic: ""I'd like to own either Hershey's or Tiffany's if it's the right price, wouldn't you?" [Charlie Munger, February 2018]
Read Transcript at Elevation Capital (http://www.elevationcapital.co.nz/tiffany-co)
Takeaways:
(1) Analysis of one of the above companies via Elevation Capital's framework.
(2) Potential investment idea.
2017 Corporate Values Summit
Presenter Transcripts
• Paul Lountzis -
Founder, Lountzis Asset Management -
Topic: Why Corporate Values Matter to Longterm Investors
1. As Ralph Waldo Emerson stated, "Every institution is the lengthened shadow of one man/woman."
2. Corporate values are the foundation that drives all successful businesses and they begin with
integrity/trust throughout the organization.
3. Corporate values create and sustain competitive advantages/moats
leading to improved shareholder returns. 2017 Value Investor Conference
Presenter Transcripts
• Pat Dorsey - Founder, Portfolio Manager, Dorsey Asset Management
"Competitive Advantage and Capital Allocation"
1. Competitive advantage drives the duration of excess ROIC, which
increases long-term business value.
2. Capital allocation links shareholder value and business value,
amplifying or reducing the returns received by equity owners.
3. Competitive advantage and capital allocation have quantitative outputs,
but the inputs require qualitative evaluation. • Yefei Lu - Author; Portolio Manager, Shareholder Value Management AG [Germany]
"Analyzing Buffett's Investments: Lessons Learned"
1. Quality of information is central in making a good investment.
2. Consistency of earnings is likely more important than high growth or
high returns on capital in determining a good investment.
• Robert Robotti -
Founder and CIO - Robotti & Company Advisors LLC
"Rebuilding America – One home at a time"
1. Cyclical businesses are ripe for Value Investing – Mr. Market manic
depressive on steroids.
2. Single family homebuilding still far off 40 year averages.
3. Operating leverage translates into dramatic earnings and free cash
ow leverage – can buy recognized industry leader for 3x normalized
earnings.
• Kim Shannon - President, Co-CIO,
Sionna Investment Managers [Canada]
"Macro Value Investing: What to Expect in Sideways Markets"
1. Expect Modest returns in next decade for both Equities and Bonds.
2. History Suggests Equities should do better.
3. Time to bring Equity Allocation back up to more normal levels.
• Jeff Stacey -
Chairman and CEO of Stacey Muirhead Capital Management [Canada]
"An Underappreciated Warren Buffett Investment Technique"
1. Event Driven Investing is an underappreciated Warren Buffett
Investment Technique.
2. Event Driven Investing gives you a second page in your "Investment
Playbook".
3. You expect to pro t regardless of the direction of the stock market in
most cases.
• Lauren Templeton -
Author, Founder, Portfolio Manager, Lauren Templeton Capital
"The Virtue of Patience: Applying Contrarian Value Investing Principle"
1. US equity markets show limited return potential without accelerating growth.
2. Poor risk/reward in xed income market.
3. Active management can add value through better downside capture ratios.
• Rob Vinall - Founder RV Capital, Portfolio Manager,
Business Owner Fund Manager [Switzerland]
"Identifying Managers with Talent and Integrity"
1. Identifying great managers is dif cult, but important.
2. It provides the thoughtful investor with the opportunity to beat the
market through superior insight.
3. Key attributes to look for are those which are different and overlooked.
2016 Philanthropy Summit
Presenter Transcripts
• Dr. Angela Eickenberry - "Three Approaches to Making Meaningful Impact Through Philanthropy: Lessons from Giving Circles"2016 Value Investor Conference
Presenter Transcripts
• Aswath Damodaran - "Price or Value? What's Your Game?"2015 Charlie Munger Summit
Larry Cunningham Presentation Video
Larry Cunningham, Author, Professor GWU Law School Presentation Transcript
Topic: "Berkshire Beyond Buffett . . . and Munger . . ."
2015 Conference/Summit
Jon Clifton, Managing Director, Gallup World Poll
Topic: "Gallup Analytics: Different Data for Different Insights"
Larry Cunningham, Author, Professor GWU Law School,
Hendrik Leber, Founder and Portfolio Manager at ACATIS Investment, Frankfurt
Topic: "The Great Minds of Investing:Charlie Munger"(CMS handout)
Topic: "The Great Minds of Investing:Charlie Munger"(CMS handout)
Jeff Matthews, General Partner, Ram Partners LP
Tom Russo, Partner and Portfolio Manager at Gardner Russo & Gardner
Guy Spier,
Author, Managing Partner, Aquamarine Capital
Lauren
Templeton, Author, Founder and President, Lauren Templeton Capital
Management
Rob Vinall - "Mistakes of Omission" - PDF
Arnold Van Den Berg - " Value Investing During Worldwide Quantitative Easing " -PPTX
Ellen Adams - "36 Year Old Recipe for Humble Pie" - PPTX
Jeff Stacey - "The Stacey Muirhead Way: Global, Value, Multi-Strategy Investing" - PDF
Jane Seibels - "Lessons Learned the Hard Way from Sir John and Other Famous Investors" - PDF
Ron Mulhenkamp, CFA - " Natural Gas: Energy Game Changer" - PPT
Scott Phillips - "The Templeton Touch" - PDF
David Rolfe - "GEICO: The Security I (Still) Like Best" - PDF
Bob Robotti - "Is Buy and Hold Investing Really Dead?" - PDF
2011 Video Interviews
Conference Video Interviews with Morningstar Reporter Jason Stipp
• Sokol's Gone...Move On
• How Serious Is the Succession Issue at Berkshire?
• Weighing Berkshire's Acquisition Prospects
Conference Video Interviews with Morningstar Reporter Jason Stipp
• Sokol's Gone...Move On
• How Serious Is the Succession Issue at Berkshire?
• Weighing Berkshire's Acquisition Prospects
2007 Al Ueltschi - Video interview with 2007 presenter, Buffett CEO and FlightSafety founder, Al Ueltschi.
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