market folly

A big hat tip again to the Inoculated Investor who has been cranking out very in-depth notes from the latest investment conferences. Earlier, we posted up his summary of Berkshire Hathaway's annual meeting and today we're posting up his 18 page summary of the Value Investing Congress.

From the VIC, we've already posted up Whitney Tilson's bearish presentation on housing, as well as a set of notes from the event. But if you really want the investment ideas drilled down to the specific thesis, then this is the set of notes for you.

Embedded below is the Inoculated Investor's summary of the Value Investing Congress:



You can download a .pdf here.

For more great hedge fund commentary and investment insight, we've covered a ton of great investor letters as of late. Be sure to check out Louis Bacon's letter from global macro giant Moore Capital, the Q1 letter from Ricky Sandler's Eminence Capital, market commentary from David Einhorn's Greenlight Capital, as well as Jay Petschek's latest commentary from Corsair Capital. Make sure to also check out the Inoculated Investor's site.