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Keith Ashworth-Lord – Putting Buffettology into Practice

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Jacob Wolinsky
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Keith Ashworth-Lord's notes from the 2019 Value Invest New York Conference. Keith Ashworth-Lord is Chief Investment Officer of Sanford DeLand Asset Management Ltd and Fund Manager of the CFP SDL UK Buffettology Fund.

Q3 2019 hedge fund letters, conferences and more

Berkshire Hathaway Warren Buffett

Keith Ashworth-Lord - “Putting Buffettology into Practice” – A Stock Idea and a Discussion of the Principles of Buffettology with Mary Buffett

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  • Story of Buffett in 1969 that he pulled out but Munger had mutual fund and continued doing very well but lost it all in 72-73 crash and munger said it was a big mistake
  • Buffett always keeps lots of cash
  • Mary Buffett thinks stock...

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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 five 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.