Howard Marks, Oaktree Capital Co-Chairman, published a new Memo called “Investing without People”.
Category Archives: Value Investing
The ‘boom’ of ‘value investing’ in Spain
Great video about Value Investing in Spain. During the last 5 years, value investors and value asset management grow up a lot. In this video Vicente Varó (COO Finect) and Pablo Martinez Bernal (Amiral Gestion).
Valuespaña 2018 – Videos
Last 15 and 16 of March took place Valuespaña 2018, where a great number of fund managers present an investment idea. Here is the list of the fund managers: Iván Martín (Magallanes Value Investors), Marc Saint John Webb (Quaero Capital), Oliver Kelton (Odey), Richard Cook (Cook and Bynum), Stuart Mitchell (S.W. Mitchell Capital), Simon Caufield, Francisco López (A&G), Sid ChorariaContinue reading “Valuespaña 2018 – Videos”
Iceberg de valor
If you follow value investing and you know Spanish you need to listen to this podcast. Highly recommended. via #23 – Autoparts: Asientos
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.
“The Truth about Investing” by Howard Marks
Howard Marks_The Truth about Investing Via | Fundooo Professor
ET Now — “The Global View with Howard Marks”
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”