An Advanced Seminar on Value Investing:
How to Decipher Financial Statements, Avoid Value Traps and Pick Investment Winners

October 5, 2008
Marriott Marquis - NYC

Workshop Materials

• Agenda and Schedule

• Case study: Wendy's

• Case study: McDonald's

• Case study: EMC / VMware

• Case study: Overview of the Mortgage Crisis and the Structure of CDOs

• Case study: Berkshire Hathaway

• Case study: FairFax Financial

• Case study: Resource America

• Case study: MBIA

• Case study: Moody's

• Case study: Target

• Case study: Borders Group

• Case study: dELiA's

• Case study: Lululemon Athletica

• Case study: Ambassadors International

• Case study: Sears

• Case study: Sears Canada