Segui i tuoi podcast preferiti, ascolta offline e in auto con CarPlay e Android Auto, e riprendi sempre da dove eri rimasto. Provala gratis.
This episode is a journalistic and cultural overview of the 2026 Value Investing Seminar.
The companies and financial instruments mentioned appear solely because they were analysed by the speakers during the conference.
This content does not constitute a public offering, a solicitation of investment, financial research, a personalised recommendation, or an invitation to buy, sell or hold financial instruments.
The assessments presen ted belong to the individual speakers and are discussed from a critical and informational perspective.
Every financial decision requires an independent assessment and, where necessary, the support of an authorised professional.
Not a list of stock picks, but a method for asking better questions.
On July 9 and 10, 2026, in Trani, investors, analysts, fund managers, and entrepreneurs from various countries gathered for the twenty-second edition of the Value Investing Seminar.
In this new episode of the Inside Finance Podcast, we revisit the key themes that emerged from the conference:
from artificial intelligence to the quality of invested capital, from market valuations to governance, and the increasingly decisive role of human judgment in a world dominated by data, narratives, and tools capable of generating instant answers.
We will discuss the theses presented by the speakers regarding widely diverse companies, sectors, and business models:
microfinance, digital tourism, gaming, semiconductors, AI, insurance, digital platforms, natural resources, and companies undergoing transformation.
Yet, a single common thread runs through it all:
distinguishing a low price from a true margin of safety, separating growth from value creation, and understanding when an investment thesis remains valid versus when it needs to be challenged.
This episode is dedicated to those who want to look beyond market fads and understand value investing not as a formula, but as a discipline, a method, and a form of independent thinking.
Because, in an increasingly fast-paced market, the real rarity isn't information. It’s judgment.
If you wish to delve deeper into the topics covered in this episode, you can find the accompanying newsletter on the Il Valore Conta website, curated by Roberto Russo and Filippo Pasini.
For more information: info@ilvaloreconta.it
This podcast is intended solely for informational and educational purposes.
It does not constitute financial advice or an investment recommendation.
The opinions expressed reflect the views of the authors.
