A 🧵about an Inspiring Journey at the Ivey Value Investing Conference! Hi #fintwit ! I was honored to be a keynote speaker at the Ben Graham Centre for #Value #Investing Conference @BGCVI . This is a summary of the talks and insights that @jasonzweigwsj @MohnishPabrai et al gave
Dr. Athanassakos started the conference by Defining Risk with a focus on the Investing Horizon. Some nice #CharlieMunger and @HowardMarksBook quotes made the point clear. You can read about his thinking here: ivey.uwo.ca/media/3pkjs3vk… #value #investing
I took the stage next. My keynote, titled "The Future of Fundamental Analysis: Can Humans and Machines Co-Exist?", explored the evolving role of technology in the investment landscape. It was fun! We covered #GPT and #AI #reasoning in the #investment industry.
The 1st Value Investor Panel followed: @SamanthaMcLemor tackled the rumored death of value investing, and it's evolution. David Samra focus his talk on resilient companies in the international markets and Ajit, covered 4Ps of investing. The panel Q&A exchange was #insightful .
@BobRobotti announced the winner of the pitch competition. 1. @BarnaManagement School 2. Yale School of Management 3. @iveybusiness School #congrats to the winners.
#Lunch I enjoyed meeting some familiar faces and some new ones. We didn't just discuss hashtag #investing, but covered philosophy and everything in between. It was a pleasure and an honor.
#Jim #Campbell introduced @jasonzweigwsj for the lunch keynote session (yes both are the writers you are thinking of!). @jasonzweigwsj talked about What would Ben Graham do if he was with us today? It was a talk that fused history and strategy. #new #intelligent #investor #book
2nd value investor panel followed right after. #Scott #Barbee take on hard asset companies was refreshing. #Graeme #Forster discussed the success ratio of super human investors. @MohnishPabrai built upon his "Circle the Wagons" talk. A great Q&A followed.