Value Investing Congress Notes: Day 1 ~ market folly

Monday, October 17, 2011

Value Investing Congress Notes: Day 1

Today we're posting notes from the Value Investing Congress in New York where tons of prominent hedge fund managers are giving their latest investment ideas.

This post serves as an index and you can click each individual manager's name below for notes on their presentation.

David Einhorn (Greenlight Capital): short Green Mountain Coffee Roasters (GMCR)

Ricky Sandler (Eminence Capital): long CME Group (CME)

Joel Greenblatt Gotham Capital: The big secret for value investors

Guy Gottfried (Rational Investment Group): long Canadian company The Brick (TSE:BRK)

Jim Chanos (Kynikos Associates): Beware the global value-trap

Vladimir Jelisavcic (Longacre Fund): DryShips (DRYS) Convertible Bonds

Timothy Hartch (Brown Brothers Harriman): Dentsply (XRAY) & Energy Solutions (ES)

Alexander Roepers (Atlantic Investment Management): Anticipating more M&A

***UPDATE***: We just posted our Day 2 notes from the Value Investing Congress which features presentations from Bill Ackman, Leon Cooperman and many more hedgies.

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