The third annual Advanced Value Investing Workshop will be held on March 17, 2018 at Quadrus Conference Center in Menlo Park, California. We'll use our proven case-study method to analyze four listed securities of then-greatest interest to perennially outperforming value investors. The emphasis is on equities. While the selection of securities will depend on market conditions at that time, approximately half of the issuers covered will likely be based in the United States.
The price of the workshop is $635. Morning coffee, a catered lunch, and parking are included. Payment may be made by PayPal by clicking here.
Doors open and coffee is served at 9:00 AM. The formal program runs from 10:00 AM until 4:00 PM.
Companies covered in earlier workshops were from Germany, India, Russia, Sweden, and Switzerland; and from the American states of California, Florida, New York, and North Carolina.
Most attendees come from the San Francisco Bay Area, although people have come from as far away as New York and Massachusetts. People already registered for this year's workshop are from Santa Clara, San Mateo, and Contra Costa counties; as well as from Ohio and Washington DC.
The foundational text for the program is the book Good Stocks Cheap. The cost of the book is not included in the registration fee. On March 3 links to materials regarding the four selected cases will be sent to registrants. There is no additional cost associated with these case materials.
Feedback from the 2017 Advanced Value Investing Workshop
"...thanks again for making the content of AVIW so valuable. It's been a tremendous learning experience for me thus far in terms of putting together theory and practice while learning how to feel comfortable with the unknown."
"...a resounding success. Having the opportunity to work in tandem on real life cases is invaluable."
"...deeply practical, real-world, and relevant...well worth the money."
"Very good workshop."
"I really enjoyed the course. The class exceeded expectations and I would recommend to others."
Kenneth Jeffrey Marshall is an American value investor, teacher, and author. Regularly interviewed on outlets like CNBC and KQED, he teaches value investing at Stanford University and in the masters in finance program at the Stockholm School of Economics. He also teaches asset management in the MBA program at the Haas School of Business at the University of California, Berkeley. He is the author of the book Good Stocks Cheap: Value Investing with Confidence for a Lifetime of Stock Market Outperformance published in 2017 by McGraw-Hill. He holds a BA in Economics, International Area Studies from the University of California, Los Angeles; and an MBA from Harvard University. He splits his time between California and Sweden.