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	We award the Wise Man crown to Charlie Munger Most associate Warren Buffett with Berkshire Hathaway's success. But we award the wise man crown to his longstanding business partner Charlie Munger. We find time spent reading Charlies' writing ... Read more \| Investment Strategy \| 2 Comments \| Sat 05 May 2012

	London Value Investor Conference We would like to bring a very interesting conference to the attention of all our Value Investment Institute readers. While the Institute does not have a role in this conference, two friends of th ... Read more \| Investment Strategy \| 1 Comments \| Thu 26 Jan 2012

"Reports of the death of mean reversion are premature" James Montier

In August 2010 James Montier posted a very interesting article on his blog http://behaviouralinvesting.blogspot.com/ Originally this was written for the Financial Times, but deemed too technical ...

Read more | Investment Strategy | 1 Comments | Mon 03 Jan 2011


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No Smoking Gun - Japanese Private Sector Pensions

Japan is a popular hunting ground for Value Investors and pension analysis is an important element of a full understanding of the economics of com ...

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