David Sokol's notes from the 2018 Ivey Ben Graham Value Investing Conference in Canada from April 2018.
More coverage here.
Also check out our Sohn Conference notes right here. We will also be adding much more extensive coverage of the event in coming days for Premium readers in particular.
Also Baupost letter
Klarman On
the danger of Chinese leverage
Discipline while value investing in bubby times
[timeless]
Q1 hedge fund letters, conference, scoops etc
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