Arnold Van Den Berg - Century Management Presentation Nov 10, 2007

A great client presentation from Arnold Van Den Berg at Century Management.

It's a 2 hour webcast with associated presentation.

He talked about why inflation and interest rate would be coming down and why Talbot, Gannett, Microsoft and WP Stewart are cheap.

Full Presentation

Arnold Van Den Berg: Large company stocks are 27% undervalued May 4, 2006

GuruFocus posted a great article about Arnold Van Den Berg..........

"When adjusted for the interest rate environment using the 10-year Treasury bond, the chart shows that these large company stocks have gone from being 35% overvalued in 2000, down to 27% undervalued by the end of 2005. This is a 62% swing in value as measured by P/E's when adjusted for interest rates."

We agreed completely with this superinvestor, and that's why Lau Model Portfolio comprises of large undervalued companies.

Happy investing,
Dah Hui Lau (David)
dahhuilaudavid@gmail.com

To visit my archive: http://dahhuilaudavid.blogspot.com/2005/11/archive-of-dah-hui-laus-blog.html

Arnold Van Den Berg Interview; June 28, 2004

"Investment News" interview with value investor Arnold Van Den Berg of Century Management.

http://www.centman.com/PDF/investmentNewsArticle.pdf