Ideas from the 2009 Value Investing Congress New York
This past Monday top value investors from across the country gathered in New York to discuss their investment ideas at
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Bill Ackman on Wachovia, Shorting, and More
One of the highlights of this year’s Value Investing Congress was Bill Ackman’s presentation on Monday, October 6, 2008. The
Read moreJeff Matthews on GE at Value Investing Congress
Jeff Matthews is with Ram Partners. Matthews just published his book today. Two years ago the annual meeting he took 30 pages
Read moreSmall Cap Diamonds in a Rough Market
Aaron Edelheit of Sabre Value Management presents “Small Cap Diamonds in a Rough Market.” Sabre is generating 19% annualized returns.
Read moreInvesting with Conviction – Kian Ghazi
Kian Ghazi is with Hawkshaw Capital Management. He starts up by discussing previous picks in Wesco and Learning Tree and
Read moreValue Investing and Time Arbitrage by Boykin Curry
Boykin Curry from Eagle Capital Management starts off the second day of the Value Investing Congress. His presentation is on
Read moreCarl Icahn Comments on the Financial Crisis
Carl Icahn just joined us at the Value Investing Congress. He’s speaking on the current financial crisis and the role
Read moreJohn Burbank – The American Perspective
John Burbank of Passport Capital is the next presenter. He is being patched in via video conference, which had a
Read moreValue Investing Congress: EchoStar, Fairfax Financial, Berkshire Hathaway
Whitney Tilson and Glenn Tongue move on from their presentation on the housing bubble and credit crisis to their current
Read moreLive from Value Investing Congress
I’m at Value Investing Congress in New York City this morning. I’ve already caught up with Todd Sullivan of Value
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