The following are the notes from Adam Barth's presentation at the Ben Graham VII Annual Conference, a two-day virtual conference, presented in partnership with Fordham University’s Gabelli Center for Global Security Analysis. Also see our full coverage here.
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The Ben Graham VII Annual Conference is the latest installment of CFA Society New York’s serialized, marquee (value investment) event.
Adam Barth, Director of Equity Research, Gotham Asset Management, LLC
Adam Barth's Notes From The Ben Graham VII Annual Conference
- How to make the process systematic
- What seemed intuitive to them and testing it on the broader market
- How much discretion of cash flow the company generates regardless of capital structure?
- How do margins change...
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