Value Investing Congress: Slideshow Presentations & In-Depth Notes ~ market folly

Tuesday, October 18, 2011

Value Investing Congress: Slideshow Presentations & In-Depth Notes

Our Value Investing Congress notes and summaries from day 1 have been completely replaced with the actual slideshow presentations and/or in-depth notes from each speaker. We've also posted up links for day 2's speakers. Click each hedge fund manager's name below to view this brand new material:

Value Investing Congress Slideshow Presentations & In-Depth Notes

Bill Ackman (Pershing Square Capital): Long Fortune Brands Home Security (FBHS)

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

Leon Cooperman (Omega Advisors): Long Apple (AAPL) & E*Trade Financial (ETFC)

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

Adam Weiss & James Crichton (Scout Capital): Long Sensata Technologies (ST) & Williams (WMB)

Boykin Curry (Eagle Capital): Long Aon (AON) & Goldman Sachs (GS)

Bernard Horn (Polaris Capital): Traveling the world to uncover value

Joel Greenblatt Gotham Capital: The big secret for value investors

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

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

Whitney Tilson & Glenn Tongue (T2 Partners): Long Berkshire Hathaway (BRK.A) & J.C. Penney (JCP)

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