Active Investor Conferences
@activemanagers
We host conferences: the London Value Investor Conference, Value Invest New York and the Quality-Growth Investor Conference in New York and London.
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The stocks presented at Value Invest New York in March 2025 have seen a remarkable increase of 70% over the past 10 months. We are excited to return to New York next month for Value Invest New York on March 18th, followed by the New York Quality-Growth Investor Conference on
Thank you to Robert Hunter and the Value Investor Conference and Quality-Growth Investor Conference team for another excellent conference this year!
Excited to be presenting tomorrow at the @outstandinginv conference on the case for investing in Trophy Assets & Non-Traditional Value. More excited to be interviewing my friend @Scaramucci at the conference on Trump, tariffs and much more. hubs.ly/Q03m8VPM0
valueinvest.com
London Value Investor Conference - Value Invest London
London Value Investor Conference Wednesday, June 24th 2026 ADD TO CALENDAR LVIC 2026 SPEAKERS Gary Channon Phoenix Asset Management Partners David Samra Artisan Partners Simon Adler Schroders Aileen...
What do $GPN, $AMP, $HD, and $TKO have in common? They were all discussed at two major investor conferences we attended last week—and we’ve got thoughts. Check them out in our latest Sunday Digest + subscribe open.substack.com/pub/boyarresea… @outstandinginv
Lindell Train just gave a compelling presentation on $TKO at the @outstandinginv conference. Anyone have thoughts on the name . Not cheap but certainly high quality
Glad to hear Jennifer Foster from Chilton Investments pitch $HD at the @outstandinginv .It is a stock we bought in the financial crisis and continue to own. High quality business with lots of tailwinds.
Interesting ideas from today’s @outstandinginv conference. While not an area we follow Django Davidson made a compelling pitch for investing in Platinum. C.T Fitzpatrick discussed why he exited $kkr and David Samra of @artisanpartners discussed his investment in Phillips (we
This is an amazing stat from @WSJmarkets Of the $8.3 billion that individual investors poured into single stocks last week, roughly $3.2 billion flowed into Tesla, according to a Wednesday report from JPMorgan analysts. $tsla
Is innovation a fantastic bargain or does quality growth matter? Here's a good old fashioned three-year track record for Warren Buffett and Cathie Woods. I respect both because they follow their conviction. But clearly the investment environment has changed. What do you think?
Fun fact: 📉➡️📈 Historically, buying the S&P 500 after a 5%+ drop has been a winning move—yielding a positive return 85% of the time over the next 6 months, according to Goldman Sachs' Ben Snider. Timing the market? Tough. Taking advantage of fear? Priceless. #Investing
Below is the re-released episode of my podcast with @BillAckman , reflecting the original order of the Q&A at his request. blog.boyarvaluegroup.com/boyar-value-gr… For clarity: No substantive changes were ever made—any edits were solely for listener experience or compliance, which is standard
Last week, I did a podcast which included some commentary on Warren Buffett who has been an extremely important hero for me and an unofficial mentor. The media, as they sadly often do, twisted my words about Buffett to create the impression that I "had taken a shot at him."
Just finished a two hour wide ranging interview with @BillAckman where we discussed antisemitism, his thoughts on how @realDonaldTrump is doing,@elonmusk , DODGE, and of course the @HowardHughesHQ transaction. Editing it now and aim to get it out tomorrow. $HHH
Attendees familiar with our conferences are aware of our detailed stock pick performance records dating back to 2012 for the London Value Investor Conference. These records consistently demonstrate significant outperformance compared to the MSCI World index across multiple years.
Value Invest New York and NY Quality-Growth Investor Conference will take place 26th and 27 March 2025 - we are looking forward to both events!
Tamim Bayoumi (@Tam_Bayoumi) is a Visiting Professor at @KingsCollegeLon specialising in macroeconomics and international finance. He has had a varied career at @IMFNews and is also the author of Unfinished Business, an @fteconomics Book of the Year. weekendofmistakes.org
The Humble Investor is out today!
Through a meta-analysis of what moves markets and what drives human behavior, New York Times bestselling author and founder of Verdad Advisers, Dan Rasmussen @verdadcap, cuts through the 60/40 portfolio in his new book The Humble Investor, exposing where empirical evidence shows
Daniela Barone Soares (@BaroneSoares) is CEO of @Snowball_IM, a non-executive director at @IHGHotels and trustee at @FutureWorkInst. She has been awarded accolades in @FinancialTimes, @FinancialNews and @istoe_dinheiro. Daniela was awarded an OBE in 2024. weekendofmistakes.org
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