We've posted up notes from both days of the Value Investing Congress in Omaha. Please follow the links below to read about each speaker's investment ideas. All links have been updated with the actual slideshow presentations as well:
- Doug Kass on the end of the bond bull market
- Aaron Edelheit's presentation on the housing market
- Chuck Akre on judgment in investing and bull case for MasterCard
- Isaac Schwartz's three investment ideas
- Whitney Tilson's presentation on AIG
- Doug Grey's presentation on the cost of money
- Bob Robotti's presentation on Enterflex
- Bestinver's European idea
- GoodHaven Capital on White Mountains Insurance & Alleghany
- David Nierenberg on Superior Energy Services
- Tom Russo on global value equity investing
- Chan Lee on Korea as a goldmine for value investors
- Bruce Zessar and Matt Swaim on Vail Resorts
Monday, May 7, 2012
Notes & Presentations From the Value Investing Congress Omaha 2012
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