Investing Ideas

One of the best places to get some great investing ideas is the 2nd Value Investing Congress which is in progress as i write this. The Value Investing Congress is a collection of some of the best and brightest value investors in the country. Most of the the speakers at this congress follow the Graham/Fisher/Buffett form of investing and will be sharing their best investment ideas.

This year the Speakers and their investment ideas are

I cannot guarantee the accuracy of the list above since im collecting the information from other articles and blog posts. The table above will keep getting updated as I find out which other investments have been recommended. Any help in gathering this information is greatly appreciated.

Thanks
Ameya Desigar

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Bill Gates the founder of Microsoft has often been described as “The best businessman in the World”. What made Microsoft such a successful company? It doesnt make the best products, it is not a true innovator either. The success of Microsoft is the business acumen of Bill Gates. So what is Bill Gates investing in? Most of his investments are managed through a Private Investment firm called Cascade Investments. There is no way to find out which private companies Cascade invests in but its relatively easy to find their investments in Public Companies because they need to buy so many shares that they usually appear in the top 10 shareholders of the company.

Here is a partial list of companies held by Bill Gates’ Cascade Investments

AGL Resources(ATG)
Berkshire Hathaway (BRK.A)
Canadian National Railway (CNI)
Costco (COST)
Fisher Communications Inc (FSCI)
Four Seasons Hotel (FS)
Grupo Televisa (TV)
Otter Tail Corp (OTTR)
Pacific Ethanol (PEIX)
PNM Resources (PNM)
Republic Services (RSG)
Scholastic Corp(SCHL)
Seattle Genetics (SGEN)
Six Flags (SIX)

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