Day two notes from the Value Investing Congress 2012 in New York are now posted. We've also added slideshow presentations from the hedge fund managers that were available. Click the links below to view:
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
Day 1: If you missed it, here are links to notes from the first day as well (featuring presentations from Bill Ackman, Barry Rosenstein & more)
*** 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 tonight
(Wednesday). Click here to register and use discount code: S13MF. This is the absolute lowest price you'll see.
Wednesday, October 3, 2012
Notes From Value Investing Congress 2012 Day 2: Einhorn, Ubben, Roepers & More
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