market folly

Today we're posting up notes from the fourth annual Invest For Kids Chicago 2012 event that just concluded and was a great success raising money for charity.  17 of the 19 picks from last year were up, so we'll see how this year's do.  Click the links below for notes from each speaker's presentation.

Thanks to Kyle Mowery for taking notes on our behalf.  Kyle founded GrizzlyRock Capital in 2011 to provide clients exemplary investment services focusing on strong risk-adjusted investment return and preservation of capital regardless of market environments.  The firm utilizes a long/short approach in both corporate credit and equity securities.  You can contact Kyle at kyle@grizzlyrockcapital.com for further information or to be added to the firm's distribution list.


Notes From Invest For Kids Chicago

Steve Mandel's Latest Stock Pick (Lone Pine Capital)

Nelson Peltz's Presentation on Danone (Trian Fund Management)

Kyle Bass: Short Japanese Government Bonds (Hayman Capital)

Sam Zell: Invest in Black Swan Scenarios (Equity Group Investments)

James Grant's Two Ideas (Grant's Interest Rate Observer)

Frank Brosens: 3 Catalysts For General Motors' Repricing (Taconic Capital)

Alex Klabin's Investment Idea (Senator Investment Group)

Jeff Ubben's Two Picks (ValueAct Capital)

Steven Romick's Pitch on Renault (First Pacific Advisors)

David Herro's Two Investment Ideas (Harris Associates)

Kelly Cardwell: Long Nexstar Broadcasting (Central Square Management)

Ari Levy: Short InterOil (Lakeview Investment Group)