Our Value Investing Congress notes and summaries from day 1 have been completely replaced with the actual slideshow presentations and/or in-depth notes from each speaker. We've also posted up links for day 2's speakers. Click each hedge fund manager's name below to view this brand new material:
Value Investing Congress Slideshow Presentations & In-Depth Notes
Bill Ackman (Pershing Square Capital): Long Fortune Brands Home Security (FBHS)
David Einhorn (Greenlight Capital): Short Green Mountain Coffee Roasters (GMCR)
Leon Cooperman (Omega Advisors): Long Apple (AAPL) & E*Trade Financial (ETFC)
Jim Chanos (Kynikos Associates): Beware the global value-trap
Adam Weiss & James Crichton (Scout Capital): Long Sensata Technologies (ST) & Williams (WMB)
Boykin Curry (Eagle Capital): Long Aon (AON) & Goldman Sachs (GS)
Bernard Horn (Polaris Capital): Traveling the world to uncover value
Joel Greenblatt Gotham Capital: The big secret for value investors
Guy Gottfried (Rational Investment Group): long The Brick (TSE:BRK)
Vladimir Jelisavcic (Longacre Fund): DryShips (DRYS) Convertible Bonds
Timothy Hartch (Brown Brothers Harriman): Dentsply (XRAY) & Energy Solutions (ES)
Alexander Roepers (Atlantic Investment Management): Anticipating more M&A
Whitney Tilson & Glenn Tongue (T2 Partners): Long Berkshire Hathaway (BRK.A) & J.C. Penney (JCP)
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Tuesday, October 18, 2011
Value Investing Congress: Slideshow Presentations & In-Depth Notes
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