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US Value Panel: Bill Nygren, Bob Robotti And More – 2019 Ben Graham Conference

Jacob Wolinsky
Jacob Wolinsky
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Notes from the US Value Panel featuring Harris Associates’ William Nygren, Robotti & Company’s Bob Robotti, JPMorgan’s Clare Hart, Miller Value Partners’ Samantha McLemore, and First Manhattan Co’s Himayani Puri and Leonard Berman from the 2019 Ben Graham VI Annual Conference, which took place on Wednesday, June 19.

See the full notes here.

Q2 hedge fund letters, conference, scoops etc

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US Value Panel

William Nygren, CFA

Partner / CIO, Harris Associates

  • Employees invest majority with the fund
  • 1 buy business significant discount to value (2/3 of what call cash buyer would pay who generate a return)
  • 3 invest with managers who align themselves with shareholders
  • GAAP...

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Jacob Wolinsky

Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob covered small caps, worked recruiting members for a large hedge fund community and freelance financial journalism. Jacob lives with his wife and six kids in Passaic Park NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal ID. Other methods of secure communication are also available. FD: Most of my portfolio is in I mostly purchase broad-based ETFs, mutual funds or individual bonds - I do this for performance reasons and to avoid any potential conflict of interest or occasional receipt of insider information. I will disclose if I have a stake in any company, but in general I have few stocks and I avoid any trading especially around topics I am covering.