Allan MacDonald, Elizabeth Lilly and Jan Hummel notes from the 2018 Ben Graham Value Investing Conference this past week in Canada.
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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
Q1 hedge fund letters, conference, scoops etc
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