Agenda
Video Metadata: 2020 Ivey Value Investing Classes Guest Speaker: Arnold Van Den Berg
Overview
- Title: 2020 Ivey Value Investing Classes Guest Speaker: Arnold Van Den Berg
- Channel: Ivey Business School
- Speaker: Arnold Van Den Berg (CEO & Co-Chief Investment Officer, Century Management, Austin, Texas)
- Platform/Context: Ben Graham Centre for Value Investing program at Ivey Business School
- Release Date: February 6, 2020
- Duration: 1 hour, 42 minutes, 57 seconds
Chapter Breakdown & Timestamps
- 0:00 - Introduction to value investing
- 2:45 - Market psychology and history (Featured in the shared presentation slide covering the January 1, 1973 Barron's round-table discussion, "Not a Bear Among Them")
- 7:45 - Inflation and bear markets
- 12:08 - Valuation indicators
- 19:38 - Impact of inflation on P/E
- 24:25 - Interest rates and market trends
- 31:41 - Consensus and market sentiment
- 34:17 - Company valuation methodology
Resource Links Provided in Description
- PowerPoint Presentation: Ivey CMS Media Presentation
- Guest Speaker Archive: Ben Graham Centre Guest Speakers
- Upcoming Events & Center Info: Ben Graham Centre for Value Investing