Just wanted to let readers know that all posts from the Value Investing Congress in Omaha have now been updated with the actual slideshow presentation from each speaker where applicable. Please follow the links below to the respective notes and presentations:
- Doug Kass on the end of the bond bull market
- Aaron Edelheit's presentation on the housing market
- Chuck Akre on judgment in investing and bull case for MasterCard
- Isaac Schwartz's three investment ideas
- Whitney Tilson's presentation on AIG
- Doug Grey's presentation on the cost of money
- Bob Robotti's presentation on Enterflex
- Bestinver's European idea
- GoodHaven Capital on White Mountains Insurance & Alleghany
- David Nierenberg on Superior Energy Services
- Tom Russo on global value equity investing
- Chan Lee on Korea as a goldmine for value investors
- Bruce Zessar and Matt Swaim on Vail Resorts
Wednesday, May 9, 2012
All Notes & Presentations From Value Investing Congress Omaha 2012
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