In this segment from The Motley Fool's everything-financials show, Where the Money Is, banking analysts Matt Koppenheffer and David Hanson discuss a few themes they heard and liked at this year's Value Investing Congress in New York. David questions the validity of needing an "investment catalyst" in order to be successful. The duo points out a few stocks that don't need a specific catalyst but are well-positioned to deliver for shareholders.

David Hanson owns shares of Markel. Matt Koppenheffer owns shares of Berkshire Hathaway, Bank of America, and Markel. The Motley Fool recommends and owns shares of Bank of America, Berkshire Hathaway, and Markel. It also owns shares of Citigroup. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.