Below are notes from the 2014 Value Investing Congress that just took place in Las Vegas. Click each link to go to that speaker's presentation.
Value Investing Congress Las Vegas Notes 2014
- Thomas Russo's Presentation
- Whitney Tilson's SodaStream Pitch
- Sahm Adrangi: Short Bank of Internet
- Carlo Cannell's 2 Investment Ideas
- Tim Eriksen: Long Awilco Drilling
- Chris Mayer's 2 Picks
- Eric Andersen (Western Standard): Pitches on Forrester, OFS Capital & Hartmann
- Eric Sprott (Sprott Asset Mgmt): 2 Ideas
- David Neuhauser (Livermore Partners): Energy pitches
- Lisa Rapuano (Lane Five Capital: 2 Investment Ideas
- Zeke Ashton (Centaur Capital): Long BMW Preferreds
- Daniel Miller (Gabelli): 2 Long Ideas
- Isaac Schwartz (Robotti & Co): Long Tarkett and Halik Savings Bank
- David Hurwitz (SC Fundamental): Opportunities in Korea
- Michael Kao (Akanthos Capital): His TAG Oil Pitch
- Chan Lee & Albert Yong (Petra Capital): Long Nexen Tire
- Richard Lashley (PL Capital): TARP Warrants and small cap bank plays
- Richard Pearson: Short Organovo
- John Lewis (Osmium Partners): 3 Long Ideas
- Daniel Ferris (Extreme Value): Long Altius Minerals
- Arnaud Ajdler (Engine Capital): Pitch on Hill International
Enjoy!
Tuesday, April 8, 2014
Value Investing Congress Las Vegas Notes 2014
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