Value Investing Congress Notes & Presentations 2012: Ackman, Einhorn, Rosenstein & More ~ market folly

Tuesday, October 2, 2012

Value Investing Congress Notes & Presentations 2012: Ackman, Einhorn, Rosenstein & More

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.


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