We had the great pleasure of attending the International Value Investing Conference 2018 in Luxembourg from October 23 to 24. We filmed numerous presentations there for you and conducted interviews with some of the speakers. On this page, you will find a commented overview of all presentations and interviews that we have already published on our YouTube channel. The videos are sorted by publication date.
International Value Investing Conference 2018 videos
Interviews and presentations on Value Investing
Kurt Kara: The current market environment, Samsung and General Motors
Kurt Kara of Maj Invest discussed the current market environment in his lecture. He also presented two ideas: Samsung Electronics and General Motors.
Gianluca Ferrari on Shareholder Activism
Gianluca Ferrari is an analyst at the Frankfurt based company Shareholder Value Management. On the sidelines of the International Value Investing Conference 2018 we were able to talk to him about shareholder activism:
Andrés Allende on Samsung Electronics and Samsung C&T
In his presentation Andrés Allende from cobas asset management talks about Samsung Electronics and Samsung C&T. For him, both companies are undervalued.
Léon Kirch on European Capital Partners, Luxembourg, Krones, Cloetta and Europcar
We had the pleasure to interview Léon Kirch from European Capital Partners (ECP) during the International Value Investing Conference 2018:
In his presentation, Léon Kirch spoke together with Allan Saustrup Jensen about Value Investing in the current market environment, Krones, Cloetta and Europcar.
Steven Wood on Conscious Capitalism, Business Builders, Europe and Italy
Steven Wood of GreenWood Investors was available for two interviews during the conference. The first interview focused on the topic of Conscious Capitalism. We learned from Steven Wood how the concept influences his work:
In the second interview, we talked about Europe, Italy, Telecom Italia and Piaggio:
Here you can find an excerpt of the presentation. Steven Wood makes clear how important value creation by business builders is:
Professor Jos van Bommel on numbers and stories
In his lecture, Professor Jos van Bommel deals with the theoretical concepts of value investing:
Alexander Roepers presents his approach and several companies
Alexander Roepers founded Atlantic Investment Management in 1988. Therefore, he has a very long experience in the capital market. You could feel this experience in his lecture. The first part of the lecture can be found here. It deals with the question “Is it time for Value now?”.
The second part deals with Alex Roepers’ strategy and three stocks out of the current portfolio.
Steve Gorelik on a company from Eastern Europe
Steve Gorelik from Firebird Management won the ideas competition of the International Value Investing Conference 2018 with his idea Agora.
Ole Søeberg on a Teva Pharmaceutical Industries Limited
Ole Søeberg founded Nordic Investment Partners in 2017. His presentation focused on an interesting pharmaceutical value, which Warren Buffett also owns. More information will soon be available here.
Georg Geiger on Ringmetall and Heidelberg Cement
Georg Geiger of Value Holdings brought two ideas from Germany with him: It are Ringmetall and Heidelberg Cement.
Gavin Ma on Value Investing in Asia, SK Hynix and Geely
Gavin Ma of Gavekal Capital presented presented the South Korean semiconductor manufacturer SK Hynix and the Chinese car manufacturer Geely during the International Value Investing Conference 2018. He also shared some thoughts on Value Investing in Asia:
Further presentations of the International Value Investing Conference 2018
Robert J. Jarvis: On Brexit and its importance for the financial sector in Europe
Robert J. Jarvis is working to strengthen the financial centre of Luxembourg. In his lecture, the Briton deals with the consequences of the Brexit for Europe and the financial centres Luxembourg, Frankfurt and Paris:
The Against Malaria Foundation presents it work
The Against Malaria Foundation is working very successfully to fight the malaria disease. This is one of the reasons why the entire earnings of the conference went to this foundation. Here you can learn more about their work.
Paul Smeets: On the return of doing good
Professor Paul Smeets deals in his lecture with the success of fundraising campaigns: