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	<title>International Value Investing Conference Archivy - Investice do akcií</title>
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	<title>International Value Investing Conference Archivy - Investice do akcií</title>
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		<title>Investiční myšlenky z International Value Investing Conference 2018</title>
		<link>https://investicedoakcii.cz/investicni-myslenky-z-international-value-investing-conference-2018/</link>
		
		<dc:creator><![CDATA[Petr Čermák]]></dc:creator>
		<pubDate>Mon, 18 Mar 2019 19:19:02 +0000</pubDate>
				<category><![CDATA[Videa - Přednášky]]></category>
		<category><![CDATA[International Value Investing Conference]]></category>
		<category><![CDATA[Investice do akcií]]></category>
		<guid isPermaLink="false">http://investicedoakcii.cz/?p=2206</guid>

					<description><![CDATA[<p>Na konci října minulého roku se uskutečnil další ročník International Value Investing Conference, kde se pravidelně setkávají value investoři z&#160;celého světa a představují své investiční nápady. V&#160;rámci třicetiminutové prezentace představí...</p>
<p>The post <a href="https://investicedoakcii.cz/investicni-myslenky-z-international-value-investing-conference-2018/">Investiční myšlenky z International Value Investing Conference 2018</a> appeared first on <a href="https://investicedoakcii.cz">Investice do akcií</a>.</p>
]]></description>
										<content:encoded><![CDATA[
<p>Na konci října minulého roku se uskutečnil další ročník <a href="https://www.internationalvalueinvestingconference.com/">International
Value Investing Conference</a>, kde se pravidelně setkávají value investoři z&nbsp;celého
světa a představují své investiční nápady. V&nbsp;rámci třicetiminutové
prezentace představí každý z&nbsp;řečníků alespoň jednu investiční příležitost,
a vysvětlí důvody, proč považuje vybranou akcii za podhodnocenou. Účastníci konference
tak mohou lépe pochopit, jak jednotliví investiční profesionálové analyzují
akcie a provádí due diligence. Na akci jsou zváni primárně buy side investoři
typu family office, endownmenty, penzijní fondy, sovereign wealth fondy,
institucionální fond manažeři, investiční bankéři, wealth manažeři či private
equity fondy. </p>



<p>I přesto, že jsou záznamy již několik měsíců staré, tak stojí
za zhlédnutí. Velkou část vystupujících tvořili v&nbsp;roce 2018 value
investoři. Chcete-li se dovědět více o společnostech jako je Samsung, General
Motors, Atos, Avnet, Owens-Illinois, Agora, Teva, Heidelberg Cement, Ringmetall,
Geely či SK Hynix, pusťte si níže uvedená videa, které připravil a publikoval
server valueDACH. </p>



<h3 class="wp-block-heading">Andrés Allende o společnosti Samsung</h3>



<figure class="wp-block-embed-youtube wp-block-embed is-type-video is-provider-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"><div class="wp-block-embed__wrapper">
<iframe title="Is Samsung Electronics a value stock? That&#039;s what Value Investor Andrés Allende (COBAS) says" width="740" height="416" src="https://www.youtube.com/embed/jfxaOxexTwM?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div></figure>



<h3 class="wp-block-heading">Kurt Kara o firmě Samsung a General Motors</h3>



<figure class="wp-block-embed-youtube wp-block-embed is-type-video is-provider-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"><div class="wp-block-embed__wrapper">
<iframe title="&quot;I know the value of growth&quot; Kurt Kara (Maj Invest) on Samsung &amp; GM and investing in today&#039;s market" width="740" height="416" src="https://www.youtube.com/embed/DawykLU_Ytc?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div></figure>



<h3 class="wp-block-heading">Gavin Ma o čínské automobilce Geely a jihokorejském
konkurentovi Samsungu v&nbsp;oblasti výroby pamětí SK Hynix</h3>



<figure class="wp-block-embed-youtube wp-block-embed is-type-video is-provider-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"><div class="wp-block-embed__wrapper">
<iframe title="Are SK Hynix &amp; Geely for value Investors? Gavin Ma on Value Investing in Asia" width="740" height="416" src="https://www.youtube.com/embed/1zJU21Ye7lY?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div></figure>



<h3 class="wp-block-heading">Alex Roepers o své investiční strategii, value investování a
firmách Atos, Avnet a Owens-Illinois</h3>



<figure class="wp-block-embed-youtube wp-block-embed is-type-video is-provider-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"><div class="wp-block-embed__wrapper">
<iframe loading="lazy" title="&quot;Why is it time for value now?&quot; asks Value Investor Alexander J. Roepers (Atlantic Investment)" width="740" height="416" src="https://www.youtube.com/embed/ofdnK5manoA?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div></figure>



<figure class="wp-block-embed-youtube wp-block-embed is-type-video is-provider-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"><div class="wp-block-embed__wrapper">
<iframe loading="lazy" title="Strategy &amp; Investments - Atos, Avnet, Owens-Illinois - of Alex Roepers (Atlantic Investment)" width="740" height="416" src="https://www.youtube.com/embed/ReGmuuXkeRc?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div></figure>



<h3 class="wp-block-heading">Steve Gorelik o polské společnosti Agora</h3>



<figure class="wp-block-embed-youtube wp-block-embed is-type-video is-provider-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"><div class="wp-block-embed__wrapper">
<iframe loading="lazy" title="Why does Agora offer a lot of upside? Steve Gorelik (Firebird Management) presents the Polish stock" width="740" height="416" src="https://www.youtube.com/embed/VywpxzZmk0A?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div></figure>



<h3 class="wp-block-heading">Ole Soeberg o firmě Teva</h3>



<figure class="wp-block-embed-youtube wp-block-embed is-type-video is-provider-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"><div class="wp-block-embed__wrapper">
<iframe loading="lazy" title="Is Teva Pharmaceutical a value opportunity? Ole Søeberg&#039;s IVIC pitch" width="740" height="416" src="https://www.youtube.com/embed/twcs5b7Ls04?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div></figure>



<h3 class="wp-block-heading">Georg Geiger o Heidelberg Cementu a Ringmetallu</h3>



<figure class="wp-block-embed-youtube wp-block-embed is-type-video is-provider-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"><div class="wp-block-embed__wrapper">
<iframe loading="lazy" title="Boring German stocks with return? Georg Geiger (Value Holdings) on Ringmetall and Heidelberg Cement" width="740" height="416" src="https://www.youtube.com/embed/QcNLIi5Yhfs?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div></figure>



<h3 class="wp-block-heading">Steven Wood o kapitalismu, investování v&nbsp;Evropě a
Itálii, o firmách, které vytváří hodnotu</h3>



<figure class="wp-block-embed-youtube wp-block-embed is-type-video is-provider-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"><div class="wp-block-embed__wrapper">
<iframe loading="lazy" title="Is Conscious Capitalism better? Steven Wood (GreenWood) on how &amp; why the concept influenced him" width="740" height="416" src="https://www.youtube.com/embed/nD2kMJf1zqc?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div></figure>



<figure class="wp-block-embed-youtube wp-block-embed is-type-video is-provider-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"><div class="wp-block-embed__wrapper">
<iframe loading="lazy" title="Why invest in Europe? Steven Wood (GreenWood Investors) on Europe, Italy and Telecom Italia" width="740" height="416" src="https://www.youtube.com/embed/q2OJilYx5Jw?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div></figure>



<figure class="wp-block-embed-youtube wp-block-embed is-type-video is-provider-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"><div class="wp-block-embed__wrapper">
<iframe loading="lazy" title="Who wins in the long term? Business builders &amp; value creators says Steven Wood (GreenWood)" width="740" height="416" src="https://www.youtube.com/embed/5CImJHBV5Sk?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div></figure>



<h3 class="wp-block-heading">Léon Kirch o value investování v&nbsp;dnešním světě a tom,
jak analyzovat společnosti</h3>



<figure class="wp-block-embed-youtube wp-block-embed is-type-video is-provider-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"><div class="wp-block-embed__wrapper">
<iframe loading="lazy" title="Value Investing in the current market and Krones by Léon Kirch &amp; Allan Saustrup Jensen on" width="740" height="416" src="https://www.youtube.com/embed/F6d_6XPHrD4?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div></figure>



<figure class="wp-block-embed-youtube wp-block-embed is-type-video is-provider-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"><div class="wp-block-embed__wrapper">
<iframe loading="lazy" title="How do you research companies? Léon Kirch (European Capital Partners) on his eight steps" width="740" height="416" src="https://www.youtube.com/embed/s0Cfquxoxec?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div></figure>



<h3 class="wp-block-heading">Gianluca Ferrari, který byl v&nbsp;minulém roce hostem na
České investiční konferenci v Praze, o aktivistickém investování</h3>



<figure class="wp-block-embed-youtube wp-block-embed is-type-video is-provider-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"><div class="wp-block-embed__wrapper">
<iframe loading="lazy" title="Why shareholder activism? An interview with Gianluca Ferrari (Shareholder Value Management)" width="740" height="416" src="https://www.youtube.com/embed/wPiIQDwI5-c?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div></figure>



<h3 class="wp-block-heading">Professor Jos van Bommel o teoretickém konceptu value
investování</h3>



<figure class="wp-block-embed-youtube wp-block-embed is-type-video is-provider-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"><div class="wp-block-embed__wrapper">
<iframe loading="lazy" title="Why stories AND cashflows? Professor Jos van Bommel gives answers for Value Investors" width="740" height="416" src="https://www.youtube.com/embed/a4bkCDhf_Xg?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div></figure>
<p>The post <a href="https://investicedoakcii.cz/investicni-myslenky-z-international-value-investing-conference-2018/">Investiční myšlenky z International Value Investing Conference 2018</a> appeared first on <a href="https://investicedoakcii.cz">Investice do akcií</a>.</p>
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