Howard Marks at the Value Investor Conference, Omaha. Nebraska.
Notes by Ryan DeVitt
First up.... Jeff Matthews- price is what you pay, value is what you get
Ram Partners LP
Secrets in Plain Sight, Business and Investing Secrets of Warren Buffett
The Warren Buffett CEO – Miles – unique insights
No. 1 Secret – ignored everyday by most investors
Learned in Omaha – 45B BNSF acquisition – Berkshire Hathaway Inc. (NYSE:BRK.A) (NYSE:BRK.B) stock did not react at all – Quality shareholders is key
Learned personally during crisis – didn’t...


