If you sign up with a valid email address you get access to 45 days delayed ideas. Hedge fund hawkshaw capital management insider monkey. The two day conference featured a wide variety of speakers across the value spectrum as well as one presentation on bitcoins. See the complete profile on linkedin and discover daniel. Investment styles growth value momentum investing peter lynch quote. Hedge fund presentations by worlds renowned activist investors. The analyses provided may include certain statements, estimates and projections prepared with respect to. Because the majority of the value investing congress presentations were enlightening, lets start with.
We met kian ghazi at the 2012 value investing congress. Annual value investor conference at the university of nebraska, college of business administration. Direct investing advicebased wealth business asset management insurance 2,491 business locations1 rpt. Sep 17, 20 managed public schools 86% of fy 20 revenues, primarily managing 54 online aka, cyber or virtual charter schools in 33 states and dc this presentation focuses only on this segment note that my critique is specifically of k12, not all online charter schools, forprofit charter schools or blended learning schools. Value investors club where top investors share their best ideas. Were posting up notes from the 20 value investing congress in new york. The cvent excellence awards celebrate the best in the industry. Even political junkies admit that the state of the union sotu speech can be tough for the president delivering it. Unlike buffett, we include a conservative estimate of normalized earnings from. If our speakers give permission, we upload their presentations to the conference website. Four presentation lessons from president obamas state of.
Benefits of more accurate decisions have a very high value proposition information solutions represent a long term, sustainable growth opportunity end market growth through greater share of wallet new data sources broaden applications and increase value of installed solutions becoming more embedded in clients operations. Idea generation use screening software to find opportunities high return. Says bill ackman of pershing square capital management about the art of value investing. His presentation was entitled investing with conviction and he pitched 3 ideas. A free powerpoint ppt presentation displayed as a flash slide show on id. His presentation was entitled inflections in incentives and he also pitched aecom acm and urs urs. I learned the investment business largely from the work and thinking of other investors. Growth investing peter lynch believes that an investor can identify great stocks long before the market does, by using his intuition, intelligence, reflection and. Ghazis hedge fund returned 58% cumulatively between its inception and the end of 2010, vs.
An analysis of k12 lrn and why it is my largest short position. All investments involve risk, including the loss of principal. An analysis of k12 and why it is my largest short position. On october 2, 2012, valueact capitals fearless leader jeffrey ubben made a presentation on day 2 of the 8th annual value investing congress in new york. Value investing program student information session. During the four days of mobile world congress, the 20 conference program will highlight the impact of mobile on individuals and businesses in developed and developing markets across a. John mirshekaris value investing congress presentation. Dec 27, 2012 for the full year 20, it expects total net sales growth in the range of 15% to 20% over fiscal year 2012. It is not intended to be a risk disclosure document. Go for a business that any idiot can run because sooner or later, any idiot probably is going to run it. Array biopharma to present overall survival results from the.
Further, the presentation is not intended to provide recommendations, and should not be relied upon for tax, accounting, legal or business advice. Theory of universal valuation brian nelson explains how us policymakers are stuck between a rock and a hard place, and how the market may be factoring in too high of a probability of a return to normalcy before 2021. Value investing program student information session uris 301, 12. All slides can be found below, as well as in speaker posts, which can be found here. Apologizes for the temporary removal of the presentations but they are coming soon. Next up is mick mcguire of marcato capital management and his presentation was entitled dont buy this recovery. The two day conference featured a wide variety of speakers across the value. Symmetricom to present small cells synchronization solutions. For complete access without any delay you have to submit an online application that includes a favorite current investment recommendation. Next up is daniel miller of the gabelli focus five fund.
The conference has released video of the presentation from mfp. David einhorn short green mountain coffee roasters gmcr. Next up is john mirshekari of fidelity investments. Investor presentation december 20 samson resources. Download it once and read it on your kindle device, pc, phones or tablets. At the value investing congress approximately 20 speakers gave their favorite pitches. Splunk boasts that customers can have their software up. Google employee warned in 20 about five psychological vulnerabilities that could be used to hook users published thu, may 10 2018 3. Lawrences profile on linkedin, the worlds largest professional community. Join us for the 8th annual spring value investing congress in las vegas. For the full year 20, it expects total net sales growth in the range of 15% to 20% over fiscal year 2012. Google employee tristan harris internal 20 presentation.
Premium value investing speakers and attendees from 6 continents and over 50. Oct 01, 2012 8th annual new york value investing congress october 1, 2012 new york, ny my favorite ideas whitney tilson, t2 partners join us for the 8th annual spring value investing congress in las vegas. The softwareasa service saas company recently launched pandemicrelated services. The art of value investing is a thoughtfully organized compilation of some of the best investment insights i have ever read. Premium value investing speakers and attendees from 6 continents and over 50 countries. Selected as one of three finalists for institutional investors and sumzeros firstever emerging manager stock pitch competition at columbia business school on november 12, 20. Vista exclusively invests in software, data, and technologyenabled organizations led by worldclass management teams. Ppt value investing powerpoint presentation free to. Be sure to check out our notes from the value investing congress. Mick mcguires value investing congress presentation.
The 9th annual value investing congress in new york is over. Final notes from the value investing congress on tilsons big short bet by travis johnson, stock gumshoe, september 17, 20 whitney tilson sold his presentation big this year, saying he had put together a einhornesque slide deck of 120 pages with a short argument about k12 lrn. Michael prices presentation from the london value investor. Array biopharma to present overall survival results from the phase 3 beacon crc safety leadin of the combination of encorafenib, binimetinib and cetuximab in brafmutant colorectal cancer at the. How the worlds best investors beat the market wiley finance book 531 kindle edition by heins, john, tilson, whitney. Cvent embraces the value of gdpr and provides best practices for compliance. The content of this presentation reflects prevailing market conditions and rns judgment as of the date of this presentation, all of which may be subject to change. Value investing congress presentations for the las vegas 20 conference can be found below. The information contained in this presentation is it 1999 again is highly confidential and is being provided for.
If you are a value investor, you make your investment judgments, based upon the value of assets in place and consider growth assets to be speculative and inherently an unreliable basis for investing. The information and opinions contained in this presentation have been compiled or arrived at from sources believed to be reliable, but no representation or warranty, express or. Sep 17, 20 the 9th annual value investing congress in new york is over. Value auto same store unit sales increased 20% yoy. Below is the full value investing congress line up and topic of presentation, however, no coverage will be up until the embargo is up. But critics target k12 and lifelock as stocks to short. Today, we will be covering the ira sohn conference as well as salt. Valueact value investing congress presentation oct2012.
Investor presentations december 20 high liner foods. Effective with the companys 2012 annual report, all financial statements are presented in usd. High liner foods is traded on the toronto stock exchange and references to stock price, dividends and market cap are presented in cad usd presentation. Valuewalk readers can get a 53 percent discount on the value investing congress in vegas april 3rd and 4th 20, just use this link to register. Oct 17, 2011 at the value investing congress in new york today, david einhorn of hedge fund greenlight capital revealed he is short green mountain coffee roasters gmcr in a presentation called gaapuccino. Put bluntly, if you are a value investor, you want to buy a business only if it trades at less than the value of the assets in place and view. President of investment research and awardwinning author of value trap. This presentation and the information contained herein is not investment advice or a recommendation or solicitation to buy or sell any securities. The presentation does not purport to contain all of the information that may be required to evaluate the matters discussed therein. Robbiati managing director and chief executive officer not for distribution or release in the united states or to u. Horizontal wolfcamp shale results meeting expectations. Photo highlights from the 23rd annual csima conference. Sep 24, 20 in a presentation last week at the value investing congress, tilson, who manages kase capital, offered a sweeping dissection of why he believes the publicly traded company is overvalued.