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
Keith Ashworth-Lord - “Putting Buffettology into Practice” – A Stock Idea and a Discussion of the Principles of Buffettology with Mary Buffett
Pitch
Games workshop group
Addictive product
- 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...

