Today and tomorrow we'll be posting up extensive notes from the Value Investing Congress 2012 in New York.
*** Update: All notes are now online as well as each hedge fund manager's slideshow presentations where applicable. Click the links below to view:
Day 1
Bill Ackman (Pershing Square) - His presentation on 3 of his holdings
Barry Rosenstein (JANA Partners) - Presentation on his current activist idea
Guy Gottfried (Rational Investment Group) - Two small cap bargains
Mick McGuire (Marcato Capital Management) - 3 ideas with hidden value
Whitney Tilson (T2 Partners) - His 3 favorite stocks right now
Kian Ghazi (Hawkshawk Capital) - Quenching thirst for value
Zack Buckley (Buckley Capital) - His latest short
John Mauldin (Millennium Wave) - Finding value in an upside down world
Day 2
David Einhorn (Greenlight Capital) - Short Chipotle & GMCR, Long General Motors & Cigna
Jeff Ubben (ValueAct Capital) - His favorite investment ideas
Alex Roepers (Atlantic Investment Management) - His 5 stock picks
Bob Robotti (Robotti & Co) - On building an investment thesis
Lloyd Khaner (Khaner Capital) - Presentation on turnaround investing
Glenn Tongue (Deerhaven Capital) - Presentation on AIG & Iridium
Contest Winner -Ryan Fusaro presentation on Jack in the Box
*** P.S.: Head's up for readers: They're offering a 50% discount to the next Value Investing Congress in May in Las Vegas. The sale ends tomorrow (Wednesday) night. Click here to register and use discount code: S13MF. This is the absolute lowest price you'll see.
Tuesday, October 2, 2012
Value Investing Congress Notes & Presentations 2012: Ackman, Einhorn, Rosenstein & More
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