Because the majority of the value investing congress presentations were enlightening, lets start with. Next up is mick mcguire of marcato capital management and his presentation was entitled dont buy this recovery. 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. Sep 17, 20 the 9th annual value investing congress in new york is over. Vista exclusively invests in software, data, and technologyenabled organizations led by worldclass management teams. The presentation does not purport to contain all of the information that may be required to evaluate the matters discussed therein. Direct investing advicebased wealth business asset management insurance 2,491 business locations1 rpt. Lawrences profile on linkedin, the worlds largest professional community. Value investing congress presentations for the las vegas 20 conference can be found below. Investor presentation december 20 samson resources. If our speakers give permission, we upload their presentations to the conference website. Four presentation lessons from president obamas state of.
Annual value investor conference at the university of nebraska, college of business administration. Splunk boasts that customers can have their software up. Horizontal wolfcamp shale results meeting expectations. Download it once and read it on your kindle device, pc, phones or tablets. 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. Join us for the 8th annual spring value investing congress in las vegas. Hedge fund hawkshaw capital management insider monkey. Mick mcguires value investing congress presentation. Value investing program student information session. Premium value investing speakers and attendees from 6 continents and over 50. Go for a business that any idiot can run because sooner or later, any idiot probably is going to run it. 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. But critics target k12 and lifelock as stocks to short. Learn about the value investing program for 2020 2021 year.
Idea generation use screening software to find opportunities high return. 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. Value auto same store unit sales increased 20% yoy. The analyses provided may include certain statements, estimates and projections prepared with respect to. At the value investing congress approximately 20 speakers gave their favorite pitches. It is not intended to be a risk disclosure document. Even political junkies admit that the state of the union sotu speech can be tough for the president delivering it. Robbiati managing director and chief executive officer not for distribution or release in the united states or to u.
Growth investing peter lynch believes that an investor can identify great stocks long before the market does, by using his intuition, intelligence, reflection and. The two day conference featured a wide variety of speakers across the value. 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. 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. If you sign up with a valid email address you get access to 45 days delayed ideas. Unlike buffett, we include a conservative estimate of normalized earnings from. Says bill ackman of pershing square capital management about the art of value investing. 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. 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. 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.
All investments involve risk, including the loss of principal. Valueact value investing congress presentation oct2012. 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. The cvent excellence awards celebrate the best in the industry. We met kian ghazi at the 2012 value investing congress. Ghazis hedge fund returned 58% cumulatively between its inception and the end of 2010, vs. An analysis of k12 and why it is my largest short position. Investor presentations december 20 high liner foods. A free powerpoint ppt presentation displayed as a flash slide show on id. The conference has released video of the presentation from mfp. Next up is daniel miller of the gabelli focus five fund. Effective with the companys 2012 annual report, all financial statements are presented in usd.
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. His presentation was entitled inflections in incentives and he also pitched aecom acm and urs urs. The art of value investing is a thoughtfully organized compilation of some of the best investment insights i have ever read. Apologizes for the temporary removal of the presentations but they are coming soon. Below is the full value investing congress line up and topic of presentation, however, no coverage will be up until the embargo is up.
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. How the worlds best investors beat the market wiley finance book 531 kindle edition by heins, john, tilson, whitney. Photo highlights from the 23rd annual csima conference. Hedge fund presentations by worlds renowned activist investors. Array biopharma to present overall survival results from the. For complete access without any delay you have to submit an online application that includes a favorite current investment recommendation. The two day conference featured a wide variety of speakers across the value spectrum as well as one presentation on bitcoins. 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. Value investors club where top investors share their best ideas.
Symmetricom to present small cells synchronization solutions. 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. The 9th annual value investing congress in new york is over. Premium value investing speakers and attendees from 6 continents and over 50 countries. See the complete profile on linkedin and discover daniel. Be sure to check out our notes from the value investing congress. Value investing program student information session uris 301, 12. 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. Ppt value investing powerpoint presentation free to. His presentation was entitled investing with conviction and he pitched 3 ideas. The information contained in this presentation is it 1999 again is highly confidential and is being provided for. John mirshekaris value investing congress presentation. Further, the presentation is not intended to provide recommendations, and should not be relied upon for tax, accounting, legal or business advice. Today, we will be covering the ira sohn conference as well as salt.
David einhorn short green mountain coffee roasters gmcr. Google employee tristan harris internal 20 presentation. For the full year 20, it expects total net sales growth in the range of 15% to 20% over fiscal year 2012. The softwareasa service saas company recently launched pandemicrelated services. Were posting up notes from the 20 value investing congress in new york.
Next up is john mirshekari of fidelity investments. 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. All slides can be found below, as well as in speaker posts, which can be found here. Michael prices presentation from the london value investor. An analysis of k12 lrn and why it is my largest short position.