http://www.valueinvestingnews.com/absence-of-fear-transcript-of-cfa-society-of-chicago-speech-on-6-28-07 Comments for "Absence of Fear (transcript of CFA Society of Chicago Speech on 6/28/07)" en http://www.valueinvestingnews.com/absence-of-fear-transcript-of-cfa-society-of-chicago-speech-on-6-28-07#comment-849 <p>I wish I had read this article/speach when it first was given at the end of June. It might have kept me from jumping into USB so quickly.</p> Mon, 13 Aug 2007 22:57:15 -0400 George comment 849 at http://www.valueinvestingnews.com http://www.valueinvestingnews.com/absence-of-fear-transcript-of-cfa-society-of-chicago-speech-on-6-28-07 An transcript of an excellent speech on a wide range of topics given at the CFA Society of Chicago by a long time value manager Robert Rodriguez. The speech covers a lot of topics but the most insightful comments are related to the securitization mess we are currently in. Mr. Rodriguez makes a very convincing argument that investors should increase the margin of safety required of their investments to account for a possibility of home prices falling or staying flat in nominal terms for more than a year or two and the havoc that would cause in all other segments of the market. http://www.valueinvestingnews.com/absence-of-fear-transcript-of-cfa-society-of-chicago-speech-on-6-28-07#comments Superinvestors Sat, 11 Aug 2007 20:20:30 -0400 Offthebeatenpathinvestmentsforum 1422 at http://www.valueinvestingnews.com