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CUNDILL INVESTMENT CONFERENCE
PETER CUNDILL, SETH KLARMAN ET AL.
"WE HAVEN'T SEEN BARGAINS LIKE THESE SINCE 1975.
HOPEFULLY, THE RETURNS WILL FOLLOW...."
from the Outstanding Investor Digest March 13, 1998 edition
Page
Seeing So Many Profitable Net-Nets Brings Back
Happy Memories &, We Hope, Very Happy Returns. .............................................. 1
U.S. Stocks Are Overvalued By Any Measure -
Just About As High As We've Ever Seen Them. .................................................... 2
The Seven Year Itch - aka Tachihi Whiz!
Deep Discount To Fair Value And Back Again. ...................................................... 4
In 1990, The U.S. Was Doing The Soul Searching.
Today, It's The Japanese Looking For Answers. ..................................................... 5
If You're Stuck Between A Rock & A Hard Place,
Some Sunshine (Even A Lot) May Not Sound Bad. ................................................. 6
Lots To Like About Japanese Stocks -
Prices, Balance Sheets & Cash Flow. ..................................................................... 8
The Return Of Takeovers In Japan
Is Much Nearer Than Most Realize. ...................................................................... 9
A Mind Blowing Combination: Dirt Cheap Bargains
And Secure Dividend Yields > Interest Rates. ....................................................... 10
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