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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