Value Investing Conference 2008 #1

[princeofdrit1]

thank you dear sir. you are very brilliant and to the people that put this video up. a million thanks.

[muhammadzahmad]

this is worth watching...

[muhammadzahmad]

this is worth watching...

[hairytoothgaming]

Wow! Two hours,... that is impressive. It's an investment just to sit here and watch this whole video! :)

[liangQ1]

very nice

[andyhennes]

Many thanks for sharing these valuable thoughts and concepts. Especially because the value investing scene in Germany is not that organized and popular at universities as it deserves to be.

Although I have been studying value investing for 6 years now, I still become excited listening to investing professionals about value investing every single time. - Andreas Hennes

[AmberGypsySky]

I love at 25:11...wink wink nudge nudge say no more



[philipjterry]

aaarrm uuhh arm uh.......

[commercialmats]

This is very interesting thought at the same time I don't understand everything that is said. I guess I need to go through this course a lot too.

[adrianmeli1]

For anyone who hasn't watched this entire Darden conference, I highly recommend it. They got together such a great group of smart, thoughtful, and classy investors that is rare to find in one spot. It is fortunate they let this be recorded and uploaded. - Adrian Meli

[adrianmeli1]

Great video, well worth the time for anyone to watch. Glad someone posted it. - Adrian Meli

[adrianmeli1]

Great video, well worth the time for anyone to watch. Glad someone posted it. - Adrian Meli

[igshock1]

great education!!!! thanks

[tanyamuriyan]

Best place to find women # lushfmlk.info #

[synette]

I am coming to my 5th time watching this lecture by Whitney tilson each time i realize something new and different.

[XironRules]

Tell me what to invest in damnit

[DoughJames]

@XironRules Value Investing Darden MBA

He just seems 2 invest in what d big investors invest in. He keeps talking about Buffett; there4, he invested in Berkshire.

He keeps talking about Bill Ackman. Ackman is a king on Wall Street. He said since Ackman shorted MBIA, he did as well. Ackman owns a large stake in Target. So, he invested into Target.

He talks about owning Sears. Ed Lampert-billionaire investor-is the largest holder in Sears.

Is this what a HBS degree gets u? Copying smart guys.

[XironRules]

@DoughJames

yes,

i do have a huge penis.

[DoughJames]

@XironRules Ok....that really wasn't my point. But, congratulations?? I guess?

[Faraz70]

wat abt random walk ppl...pick stocks randomly???

[joemols]

i'm dumb.

[AFRIKTODAY]

I hate paraphrasers!

Christopher colombus was a criminal genocider!

[dayingyang0]

If this crash taught value investors anything it should be DCF shouldn't be "90%" of your thought about a company, like this guy said. The Graham valuation of actual assets should be at least 50% if not more. What good did DCF do for analysis of the banks who were very highly leveraged? You should be starting with the assets/balance sheet first, and if you don't understand the assets (CDOs) walk away.

[gregr59]

Dang-- so many of his thoughts/examples are straight out of Buffett's shareholder letters. I guess everyone does this though...

[dayingyang0]

Not only are many of "his" thoughts from Buffett's shareholder letters, but there isn't a signal original thought here. Everything he says is either a quote from big name value investors or paraphrased. Most examples are ones Buffett has used in speeches.

[1Grosvenor3]

@gregr59 his 6 or 8 points everyone should adhere to when investing, is exactly what Warren Buffett preaches in every interview i see of him. I suppose its better to use those tried and tested methods than those that havent.

[jitterdude]

** Careful the real selling occurred in March 09 after this guys presentation. He's talking about the November 08 lighter and gentler selloff.

[micolejr2]

Awesome video. Whitney Tilson is my hero. I'm sad they cut out the short example.  People always talk about going long, its hard to find a good short example.

[AnchorStonePartners]

look up David Einhorn. He has a video on here where he lays it all out pretty well.

[guitarbam]

thanks!!!

[Nuanceqwest]

I hope no one was talking about Value investing in sept 2008.

[Nuanceqwest]

now is a great time for value investing..... if you are wealthy. But if you are not, you gotta use leverage. I would love to value invest but I would only live the life in 200 years.

[silentc1015]

Thanks a LOT for posting these. This is great stuff!

[wyz0010]

thank you so much for posting

[amse]

Very cool!

[Cellobeginner]

Fantastic videos. Great information. Are you a big fan of Warren Buffett? Love to see more videos about value investing. Thanks

[guillermogg75]

Thanks a lot for putting this online. Excellent Speaker, thanks for sharing this knowledge. I am impressed by the Value Investing Program of the MBA at Darden, Congratulations!

[30percentplusreturns]

Great conference and great speaker. Very well put together. Im 28 years old and have been studying value investing for years and there are many bargains in the stock market now. The dow may hit 5200 but in 30 years it will be way above that. That is if we dont socialize America. If that happens value investing will never work again!

[Alive2smith]

Thank you for putting this online.

[DardenMBA]

This event is not available for download, just public viewing.

[yanjason80]

can i obtain the pdf he is talking about

[bennyman5]

is there some where i can dl this??