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Value Investing Congress

Value Investing Congress 

Ideas from the 2009 Value Investing Congress New York

October 25, 2009October 26, 2009 George 1 Comment BNCL, BRKS, CORE, CPB, CXW, GLD, GOOG, HPY, INTC, IRDM, ITB, LH, MA, MOLXA, MVC, O, PX, SBUX, SJM, V, WM

This past Monday top value investors from across the country gathered in New York to discuss their investment ideas at

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Value Investing Congress 

Bill Ackman on Wachovia, Shorting, and More

October 10, 2008October 15, 2008 George 2 Comments C, WB, WFC

One of the highlights of this year’s Value Investing Congress was Bill Ackman’s presentation on Monday, October 6, 2008. The

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Value Investing Congress 

Jeff Matthews on GE at Value Investing Congress

October 7, 2008October 15, 2008 George 2 Comments BRKa, ge

Jeff Matthews is with Ram Partners. Matthews just published his book today. Two years ago the annual meeting he took 30 pages

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Value Investing Congress 

Small Cap Diamonds in a Rough Market

October 7, 2008October 15, 2008 George 1 Comment

Aaron Edelheit of Sabre Value Management presents “Small Cap Diamonds in a Rough Market.” Sabre is generating 19% annualized returns.

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Value Investing Congress 

Investing with Conviction – Kian Ghazi

October 7, 2008January 15, 2020 George 1 Comment UTI

Kian Ghazi is with Hawkshaw Capital Management. He starts up by discussing previous picks in Wesco and Learning Tree and

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Value Investing Congress 

Value Investing and Time Arbitrage by Boykin Curry

October 7, 2008December 15, 2019 George 0 Comments Add new tag, CMCSA, MSFT, NFX

Boykin Curry from Eagle Capital Management starts off the second day of the Value Investing Congress. His presentation is on

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Value Investing Congress 

Carl Icahn Comments on the Financial Crisis

October 6, 2008June 1, 2020 George 6 Comments

Carl Icahn just joined us at the Value Investing Congress. He’s speaking on the current financial crisis and the role

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