Tuesday, May 15, 2012

Creighton College of Business: Value Investing Panel

I attended this while in Omaha for the Berkshire Meeting this year. The video isn't too good, but the audio is okay. The panelists were Bruce Greenwald, Patrick Brennan, Vitaliy Katsenelson, and Paul Schwarzbach. The panel was moderated by Mike McCarthy and John Maginn. At one point, Bruce Greenwald said (to paraphrase) that NestlĂ© was the safest stock to own for the next 20 years (can survive in inflation or deflation, has about a 3.5% dividend yield in USD, etc.).