Mason Hawkins Speech – 2018 Value Investing Conference

Mason Hawkins speech from the 2018 Ivey Ben Graham Value Investing Conference in Canada from April 2018.

Also check out our Sohn Conference notes right here.

Also Baupost 2017 letter

Klarman On

Bitcoin

the danger of Chinese leverage

Discipline while value investing in bubby times

Value investing is not dead

Radicalization of politics

Dangerous FAANG valuations

[timeless]

Q1 hedge fund letters, conference, scoops etc