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Tuesday, October 2, 2012

Presentations from Value Investing Congress

Hat tip to Marketfolly for posting all the presentations from the Value Investing Congress. Enjoy: Zack Buckley (Buckley Capital) - Short Splunk (SPLK) Buckley-VIC-Presentation

Kian Ghazi (Hawkshawk Capital) - Long Layne Christensen (LAYN) Ghazi-VIC-Presentation

Whitney Tilson (T2 Partners) - Long Netflix (NFLX), Berkshire Hathaway (BRKB), and Howard Hughes Corp (HHC) Tilson-VIC-Presentation

John Mauldin (Millennium Wave)- Discussion of Long-term Trends Mauldin-VIC-Presentation

Bill Ackman (Pershing Square) - Long GGP Ackman-VIC-Presentation

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