Some additional insights from yesterday plus a couple things to note from this morning… Jason Zweig, the outstanding writer and editor who updated the latest version of Benjamin Graham’s The Intelligent Investor, brought the keynote presentation at lunch yesterday.  Mr. Zweig spoke about the topic of his new book, Your Money and Your Brain, a […]

In the second morning breakout session, I attended “Let’s Talk Bargains” with Bruce Berkowitz of Fairholme Capital Management and Susan Byrne of Westwood Holdings Group Ltd.  This was the breakout session I was most looking forward to and I was able to get a seat near a power outlet, so this post should be a […]

In one of the morning breakout sessions, I attended “Investing 501” with Bill Bernstein, the author of a number of books on investing and economic history.  Mr. Bernstein talked a lot about modern portfolio theory and the use of asset class allocation to obtain a return on the efficient frontier.   Mr. Bernstein clearly favors a […]

Today is the first day of our coverage of the Morningstar Investment Conference, a trade-only conference for investment professionals.  I’ve just returned from the opening session of the day, the Ultimate Stock Pickers Panel.  The panel was moderated by Justin Fuller from Morningstar and included Peter Langerman of Mutual Shares, Charles Pohl of Dodge & […]

On Thursday and Friday of this week, I will be attending the Morningstar Investment Conference with a press pass (first time with that – wish me luck!) and plan on providing insights throughout the two day event. To learn more about the conference, you can visit the Morningstar Investment Conference Home Page. Please be sure […]