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We’re excited about our new presentation and video format! We’re testing out a more modern, informative and enjoyable video style this week, as Steven will be participating as an instructor at Best Ideas 2016. This is a fully online investment conference hosted by ValueConferences and The Manual of Ideas, focused on value-oriented investment ideas. More than a dozen of the best global investors will come together to share their insights and ideas. Join us at the conference by signing up at

We think all of our ideas are extremely timely, and two of the three are recession-resistant. The other (hint hint) is priced as if it is covering up a giant emissions scandal.

We’ll hopefully post some of the content in the weeks after the conference. Our next post on Fiat-Chrysler is coming up soon.

Happy new year!

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