Below are notes from the 2013 Value Investing Congress in New York from both days. Click the links below for each speaker's presentation:
Value Investing Congress Notes: Both Days
Jeff Ubben (ValueAct): Long Willis Group (WSH)
Jeffrey Smith (Starboard Value): Long Wausau Paper (WPP)
Mick McGuire (Marcato): Long United Rentals (URI)
Cameron & Tyler Winklevoss (Winklevoss Capital): On Bitcoin
Donald Yacktman (Yacktman Funds): Process & market thoughts
Alex Roepers (Atlantic Investment Management): His 5 new ideas
Guy Gottfried (Rational Investment Group): 2 Canadian longs
Michael Castor (Sio Capital): Various healthcare plays
John Mirshekari (Fidelity Investments): 2 investment ideas
Chris Mittleman (Mittleman Brothers): Azteca, CMIC Holdings
Clifton Robbins (Blue Harbour Group): Chico's (CHS)
Mark Boyar (Boyar Value Group): Long Madison Square Garden (MSG)
Joe Altman & Chris Kyriopoulos (COMPOUND): Long Ascent & Covanta
Harvey Sawikin (Firebird Management): Long Gazprom Neft
Rahul Saraogi (Atyant Capital): On India
Charles de Vaulx (IVA): Market thoughts
Whitney Tilson (Kase Capital): Short K12 (LRN)
Daniel Miller (Gabelli Focus Five): 3 ideas
Evan Vanderveer & David Shapiro (Vanshap Capital): 2 investment ideas
Carl Chen & Tom Lu (Temple Honor Asia): 2 stock picks
Chris Mayer (Capital & Crisis): Various bank picks
Value Investing Challenge Winner: Long Ashland (ASH)
Value Investing Challenge Runner-Up: Short Life Lock (LOCK)
Wednesday, September 18, 2013
Value Investing Congress Notes: New York 2013
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