Wrap-Up: First Day of The Value Investing Congress | ValueWalk.com

Below is full coverage from the first day of the Value Investing Congress 2011. I will be posting the presentations when they become available. Tomorrow?s line-up includes; Leon Cooperman, Whitney Tilson, Bill Ackman, Boykin Curry, and Glenn Tongue.

I will be writing the articles in real time. Without?disrespecting?others, I offer the most comprehensive free coverage of the conference. So make sure to check back frequently or?on?Twitter,?Facebook?or?Feedburner. Also you can check out this?Value Investing Congress Website Announcement.

David Einhorn, CEO of Greenlight Capital,?laid out his short thesis for GreenMountain, the stock fell ~10% due to his remarks. Link here-http://www.valuewalk.com/value-investing-congress-2/david-einhorn-qa/

Jim Chanos, the famous short-seller and founder of ?Kynikos Associates,?talked about value traps, and how to avoid them. He is bearish on China, GameStop, green energy, ITT/For profit education, and Exxon-Mobil/oil companies. Link here-http://www.valuewalk.com/value-investing-congress-2/jim-chanos-beware-global-valuetrap/

Joel Greenblatt, CEO of Gotham Capital, spoke about value based indexing and the magic formula. Greenblatt mentioned some companies that showed up on the screener, such as Merck (MRK),?GameStop (GME), Best Buy (BBY), Aeropostale (ARO), Wells Fargo (WFC),?Hewlett Packard (HPQ), ?Microsoft (MSFT), Dell (DELL), and?General Dynamics (GD).?He discussed reversion to the mean, and other topics. Link here-http://www.valuewalk.com/value-investing-congress-2/joel-greenblatt-big-secret-investors/

Timothy E. Hartch, manager of Brown Brothers Harriman?s public equity group, spoke about two of his favorite stocks;?DENTSPLY (XRAY), and?EnergySolution (ES). Link here-?http://www.valuewalk.com/value-investing-congress-2/timothy-hartch-quality/

Guy Gottfried,? founder of Rational Investment Group, spoke about The Brick Ltd., a Canadian based home furnishing company. Link here-http://www.valuewalk.com/conferences/guy-gottfried-prospecting-great-white-north/

Ricky Sandler, managing member of?Eminence Capital, LLC, spoke about investing in high quality large cap value stocks. Sandler laid out the bullish case for CME group. Link here-http://www.valuewalk.com/conferences/rick-sandler-big-high-opportunity-large-cap-quality-equities/

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Alexander Roepers, President of Atlantic?Investment?Management, Inc., spoke about M&A activity. He briefly discussed some stocks which he likes, including;?Energizer (ENR),?Ashland (ASH),?Flowserve Corporation (FLS), ITT, and?MTU Aero Engines. Link here-http://www.valuewalk.com/value-investing-congress-2/alexander-roepers-conducive-environment-corporate-action-activism-takeovers/

Vladimir Jelisavcic, co-founder?of Longacre Fund Management, LLC, spoke about his bull case for DryShips convertible debt and equity. Link here-http://www.valuewalk.com/value-investing-congress-2/vladimir-jelisavcic-dislocation-deep-opportunity/

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This entry was posted on October 17, 2011 at 8:42 pm and is filed under value Investing Congress. You can follow any responses to this entry through the RSS 2.0 feed.

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