Every year I look forward to Arnold Van Den Berg of Century Management’s Client Review where he outlines different themes on the economy and various businesses.  He is an extraordinary value investor and his insights in relation to business and the economy are extremely helpful.  This is a very long video but I assure you that if you have a passion for business and investing, it is worth your time.  Enjoy!

 

http://www.gurufocus.com/news/238427/arnold-van-den-berg–keynote-address-from-century-managements-2013-client-review