We're posting up notes from the Value Investing Congress in New York that just ended. Click the links below to go to each speaker's presentation
Value Investing Congress Notes: New York 2014
Lee Cooeperman (Omega Advisors): Are equities still the best house in the neighborhood?
Carson Block (Muddy Waters Research): Short 500.com
Andrew Left (Citron): Short Zillow/Trulia
Guy Spier (Aquamarine): Bull case on POSCO
Jeff Smith (Starboard Value): 4 case studies
Sahm Adrangi (Kerrisdale Capital): Long Via Varejo
Adam Crocker (Metropolitan Capital): Long Groupe FNAC, Molina Healthcare
Whitney Tilson (Kase Capital): Update on 2 shorts and 1 new short idea
Alex Roepers (Atlantic): 5 long ideas
David Hurwitz (SC Fundamental): Long Samho Development, KTcs Corp
Guy Gottfried (Rational Investment Group): 2 long ideas
Marcelo Lima (Heller House): Long Casino Guichard Perrachon
Amitabh Singhi (Surefin Investments): Plays on India
Cliff Remily (Northwest Capital): Pitch on Subsea 7
John Lewis (Osmium Capital): 2 ideas: E-plus and Rosetta Stone
SumZero Contest Winner: Long Samsung
Thanks to Nick Mazing from Ampera Capital for taking notes on day 2.
Thursday, September 11, 2014
Value Investing Congress Notes: New York 2014 (Cooperman, Smith, Spier, Left & More)
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