2023 Ivey Value Investing Classes Guest Speaker: Tye Bousada

[@shunngai]

The margin of safety is defined of the quality of your insight, that's gold. Thank you for the video

[@NoreenHoltzen]

Excellent lecture. The concept of not discounting and just comparing price today to aggregate value in five years, apart from not applying the high concentration, is very similar to the Manlobbi’s Descent approach. I admire the clarity of his thought process.

[@alessandrobracci9890]

Worked with Tye at Trimark many moons ago. I'm glad I stumbled upon this presentation. Excellent.

[@alexlimion2624]

Great discussion on value investing and EdgePoint's investment led strategy

[@VSCCC]

Thanks Ivey, Thank you Tye for your great insight.

[@bleacherz7503]

Thank you for posting

[@ephantusmaina1799]

thanks for the insights