PRESENTATIONS

“Buying Companies with Economic Moats” (Podcast)
(The Investor’s Field Guide, Invest Like the Best hosted by Patrick O’Shaughnessy, August 2017)

“Competitive Advantage and Capital Allocation” (Video)
(Presentation at the 14th Annual Value Investor Conference in Omaha, Nebraska, May 2017)

“Competitive Advantage and Capital Allocation”
(Delivered at the MIT Sloan Investment Conference, March 2017)

“Competitive Advantage and Shareholder Value” (Video)
(Talks at Google series, delivered at the Googleplex, December 2014)

“Positive Skewness”
(Delivered to the Value Investing Seminar in Trani, Italy, July 2014)

“Going Global”
(Delivered to Omaha Value Investing Conference, May 2014)

“10 Years, 100 Analysts, 2,000 Stocks: Learning from Experience”
(Delivered to Omaha Value Investing Conference, May 2011)

INTERVIEWS

Manual of Ideas Interview
In-depth interview with the Manual of Ideas about capital allocation and economic moats.
(July 2014)

Manual of Ideas Interview
In-depth interview with The Manual of Ideas about economic moats.
(July 2012)