Presenting Judges Scientific at Best Ideas 2016

The Best Ideas 2016 conference is today and I will be the first speaker in line (11:30 CET), presenting one of my most favourite ideas: Judges Scientific.

 

judges-scientific-slides

 

About the Conference:logo-best-ideas

ValueConferences are the biggest fully online value investing conferences. They are organized by John Mihaljevic who is a friend from VALUEx. He also writes the “manual of ideas” in which he presents stock ideas and profiles managers. For investors who are looking for new ideas these online conferences are ideal as:

  • they offer a wide range of high quality speakers presenting their ideas. Speakers range from very well-known guys like Howard Marks, Tom Russo or Guy Spier to often quite good younger portfolio managers who run smaller investment partnerships. The ideas presented go across all investment styles, market caps and regions.
  • are affordable and environmentally friendly, as one doesn’t have to travel, book hotels etc.
  • you typically get more out of it. At real life conferences I often find it hard to keep concentrated after a couple of hours of pitching. I typically end up just writing down very rough points and looking up the idea myself when I am back home.
    The only drawback is obviously the networking component. In this regard, live conferences obviously have more to offer. My personal favorites are VALUEx, Trani and our group of German speaking value investors who meet in Omaha before the Berkshire AGM.

 

About Judges Scientific:judges-logo
Judges Scientific is a London based acquirer of small niche market players that manufacture scientific instruments. The company fits into my “owner-run compounder” bucket and scores extremely well in both categories.

  • It has an excellent founder manager who is not only a good operator and capital allocator, but also a person I fully trust.
  • It has excellent compounding abilities: Over the last 10 years the company grew revenue by > 30% (> 20% per share) through a mix of organic growth at a very high return on tangible capital and M&A at cheap multiples.

For details please watch the video.


16 thoughts on “Presenting Judges Scientific at Best Ideas 2016

  1. […] at ValueConferences – Best Ideas 2016. You can find his 25 Minute presentation about Judges he... frenzel-herzing.com/judges-scientific-plc
  2. TomB Reply

    Servus,

    Great video & pdf-presentation – and possibly a great LT-investment idea. I am looking forward to future posts!

    Tom

    1. FrankWeippert Reply

      Servus Tom,
      thank you! I won’t post a lot but give my best to put out something from time to time.
      Frank

  3. […] A writup + video on Judges Scientific from Frank Weipert (H/T Nils) […]... valueandopportunity.com/2016/01/24/some-links-67
  4. value investing Reply

    I constantly spent my half an hour to read this webpage’s articles every day along with
    a cup of coffee.

  5. VanceLPerini Reply

    Hey there! Would you mind if I share your blog with my facebook group?
    There’s a lot of people that I think would really enjoy your content.

    Please let me know. Thank you

    1. FrankWeippert Reply

      Hi Vance, sure, as long as you cite the source.

  6. bastcilkdoptb Reply

    Hi , I do believe this is an excellent blog. I stumbled upon it on Yahoo , i will come back once again. Money and freedom is the best way to change, may you be rich and help other people.

  7. bastcilkdoptb Reply

    Do you mind if I quote a few of your posts as long as I provide credit and sources back to your website? My blog is in the exact same niche as yours and my visitors would really benefit from a lot of the information you provide here. Please let me know if this ok with you. Thanks a lot!

    1. FrankWeippert Reply

      Sure, feel free to share as long as you refer back to my site.

  8. Nick Vacalo Reply

    Excellent site, thanks! I’ve bookmarked it 🙂

  9. Holley Parhan Reply

    screen in Safari. I’m not sure if this is a formatting issue or something to do

  10. WilliamFear Reply

    I truly appreciate this post.Really looking forward to read more. Awesome. Ziebert

    1. FrankWeippert Reply

      Thank you!

  11. ShaunBBraker Reply

    I couldn’t resist commenting. Well written!

  12. BobbuBrowne Reply

    Hello! Cool post, amazing!!!

Leave a Reply

Your email address will not be published. Required fields are marked *