Howard Marks Favorite Ideas: Value Investor Conference

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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 take institutional money, wanted individual investors Hedge funds went under because shareholders were scared…


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