©2017 by Brennan Asset Management, LLC  | Napa, California

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In BAM’s investment decision making process involves a number of different factors, not just those discussed in this document.  The views expressed in this material are subject to ongoing evaluation and could change at any time.   Past performance is not indicative of future results, which may vary. The value of investments and the income derived from investments can go down as well as up. It shall not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities mentioned here. While BAM seeks to design a portfolio which reflects appropriate risk and return features, portfolio characteristics may deviate from those of the benchmark. Although BAM follows the same investment strategy for each advisory client with similar investment objectives and financial condition, differences in client holdings are dictated by variations in clients’ investment guidelines and risk tolerances.  BAM may continue to hold a certain security in one client account while selling it for another client account when client guidelines or risk tolerances mandate a sale for a particular client.  In some cases, consistent with client objectives and risk, BAM may purchase a security for one client while selling it for another.  Consistent with specific client objectives and risk tolerance, clients’ trades may be executed at different times and at different prices.  Each of these factors influences the overall performance of the investment strategies followed by the Firm.  Nothing herein should be construed as a solicitation or offer, or recommendation to buy or sell any security, or as an offer to provide advisory services in any jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction.  The material provided herein is for informational purposes only. Before engaging BAM, prospective clients are strongly urged to perform additional due diligence, to ask additional questions of BAM as they deem appropriate, and to discuss any prospective investment with their legal and tax advisers.

PRESS & MEDIA

NYSSA Webinar

Description

Date

February 2014

Interview describing Berkshire Hathaway Meeting discussion points.  

Patrick Brennan has presented investment ideas at multiple value investing conferences including presentations to The New York Society of Security Analysts (NYSSA) in 2016 and 2017, and presentations on various names to the VALUEx Vail conference from 2012-2016. 

Patrick has been a regular panelist at Creighton University’s Value Investing Panel during the Berkshire Hathaway weekend from 2010-2017.  

 

Patrick is a member and regular contributor to SumZero and The Value Investors Club

Press & Media

May 2016

Article describing Creighton University Value Panel. 

July 2016

NYSSA Video Conference

Special Situations Ideas Forum: Liberty Global (LBTYK, LBTYA).

January 2017

NYSSA Video Conference

Special Situations Ideas Forum: Liberty LiLAC Group (LILAK).

April 2018

Book contributor. Edited by Lawrence A. Cunningham & Stephanie Cuba.