Great talk! I did not know the youth of Kyle Bass. Highly recommended http://www.podbean.com/media/player/hws25-2c8db26-dir?vjs=1&auto=0&from=share
Author Archives: Peter Sullivan
Howard Marks letters in one folder
I Annual Cobas Asset Management Investor’s Conference
Back in business, Francisco Garcia Parames is back in the industry, well since last February. Last week was his first Annual Conference. If you know Spanish you must watch the Youtube video. I hope Cobas will translate his conference.
[notes] Francisco Garcia Parames Long Teekay: London Value Investor Conference
Great notes from Market Folly.
“The Truth about Investing” by Howard Marks
Howard Marks_The Truth about Investing Via | Fundooo Professor
ET Now — “The Global View with Howard Marks”
TCI Safran Presentation
II Annual azValor Investor’s Conference
Value investing asset managers industry in Spain is in a great moment. New players are joining the club, for example, the former Bestinver partner and CIO Francisco García Paramés started his new company at the end of last year. This week two event happened: the Spanish regulatory approved Cobas Fund‘s new funds and the IIContinue reading “II Annual azValor Investor’s Conference”
Good Companies, Good Managers, Good Investments: Deciphering the Divide
Slides
SAETA CAPITAL 