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Special Report on

Value Investing Congress

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M3 was founded in 2007, and invests (long and short) in small and mid cap names in the US bank and thrift sector. There are 1300 publicly traded banks, and 93% have market caps less than $500 million. Stock presented his view of the current state of the banking sector: • Banks still undercapitalized • Credit quality still deteriorating • More bank failures • Unemployment rate will continue to rise • Commercial real estate is in trouble The team is bearish overall on the sector, believing that banks are currently priced for perfection. Still, he and Waller are finding opportunity on the long side, and look for the following: • ...
It was established in 1916 to provide business training and professional preparation for undergraduate and graduate Columbia University students. It is one of six Ivy League business schools and its admission process is among the most selective of top business schools. Columbia Business School is known for its close ties to Wall Street and the seminal work completed in the field of Finance by professors Benjamin Graham and David Dodd . It is affiliated with 13 winners of the Nobel Prize in Economics including current professors Robert Mundell , Joseph Stiglitz and Edmund Phelps . The School has an international emphasis, and ...
Value Investing Congress: Notes From Day One ~ market folly
Yesterday, the Congress heard investment presentations from the likes of Mohnish Pabrai (Pabrai Investment Fund), Bruce Berkowitz (Fairholme Fund), Paul Sonkin (Hummingbird Value), Richard Vogel (Alatus Capital), Lloyd Khaner (Khaner Capital), Amitabh Singhi (Surefin Investments), Carlo Cannell, Guy Spier (Aquamarine Capital), and Patrick Degorce (Theleme). We'll start first with Mohnish Pabrai's presentation: Mohnish Pabrai of Pabrai Investment Funds : His presentation was entitled "Leveraging Checklists to Dramatically Improve Investing Results." He has developed this list based on mistakes other value ... market research, surveys and trends
Seth Klarman, Baupost – CFA Annual Conference Notes (5/18/2010 ...
I have found other peoples notes from events such as the Berkshire Hathaway Annual Meeting and the Value Investing Congress very useful and wanted to share something of my own. I took these notes by hand and tried transcribing my scribbles. I do not believe I have made any mistakes, but if I did, I apologize in advance. Cameron Wright Seth Klarman Discussion with Jason Zweig of The Wall St. Journal At the CFA Institute Annual Conference, 5/18/2010 JZ: How have you followed Graham and Dodd, and how have you deviated? SK: Graham and Dodd is really a way to think about investing, think about bargains and where ... market research, surveys and trends


CHEAP STOCKS: Below Net Current Asset Value, Real Estate, and ...
This forgotten technique developed by Ben Graham can help identify potential bargain stocks. Also, Other Value Strategies, Real Estate, and more. Send feedback to: David Nierenberg, Founder, D3 Family Funds D3 War Stories: Practical Lessons About Building and Protecting Shareholder Value by Improving Corporate Governance David Nierenberg, who has appeared at several other VIC’s including Pasadena this past May, led off the first day of the Congress. Nierenberg’s typically invest in busted microcap growth companies. His average holding period is 7 years, and there is 5 year lockup for ... industry trends, business articles and survey research
1 Value Investing Congress David Einhorn, Greenlight Capital ...
Oct 19, 2009 ... would have lost about forty percent of his investment, instead of ... handing over hundreds of billions of taxpayer dollars to protect the ... industry trends, business articles and survey research
A signal investors should not be ignoring
Now you can read what knowledgeable investors across the globe read every single day - for global market analysis and investment ideas. Yes, we are delighted to bring you The Daily Reckoning, a financial newsletter by Bill Bonner, Publisher and Editor, and three-time New York Times best-selling author. As one reader put it, Bill "makes more sense in one e-mail than a month of CNBC". Hurry! Start your free subscription to The Daily Reckoning today! -------------------------------------------------------------------------------- Most Indians associate buying gold with a wedding or a festive occasion. In the recently ... market trends, news research and surveys resources
Cheap Stocks on The St. JOE Company
For the record, while I believe that there is value in St. Joe’s assets, I have not owned the name since 2008. I originally purhased shares in the mid $20′s back in the early 2000′s, watched it run past $80, and finally had the position closed at around $40. You may recall the back and forth between David Einhorn and I that appeared on this site nearly 3 years ago. David was short JOE, while I presented the bullish case. Einhorn had a $15 price target on the stock, and JOE bottomed at $16 and change in March of 2009, so David nailed it. The reason that I don’t own St. Joe’s now is my skepticism about the company’s ability to ... market trends, news research and surveys resources


Value Investing: Applying Graham and Buffett Raimondas Lencevicius
... TAVFX letters to shareholders. • Ariel Fund letters to shareholders. • Blogs – just know which ones are value investors ☺. • Value Investing Congress ... technology research, surveys study and trend statistics
Investing in Women the Right Thing to Do, Clinton Says
Washington — Investing in female health is not only right but also smart, and that is why the United States is integrating women’s issues into its Global Health Initiative and Global Food Security Initiative, says U.S. Secretary of State Hillary Rodham Clinton. Clinton made that point in a January 8 speech commemorating the 15th anniversary of the International Conference on Population and Development. The secretary said the need to make women’s empowerment a foreign-policy priority motivated her to appoint Melanne Verveer as the first U.S. ambassador-at-large for global women issues. “It is why we are launching women’s ... technology research, surveys study and trend statistics
  1. profile image valuewalk If anyone plans on attending the upcoming value investing congress please let me know #tilson #VALUE #buffett #munger #graham #eiinhorn
  2. profile image LV_1 Johnnys come Latelys are still posting Charlie Munger's parable on value investing congress group on linkedin; sigh! btw, VIC is commercial
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How much is Social Security in debt? - Yahoo! Answers
Social Security is NOT "in debt". It is a trust fund. Money comes in via payroll taxes. Money in the fund earns interest. Money goes out to retirees and dependents. When people say the fund is in trouble, what they mean is we have reached a point of diminishing returns. The money flowing out is going faster than the money plus interest coming in. The reason why money is flowing out faster is that people are living longer, working longer. When incorporated, many people did not live to reach age 65 when SS kicked in, Today, a larger percentage live well beyond 65 and end up getting more out in benefits than they contributed during ...
Congress is working on legislation to address global warming ...
Yahoo! Answers Staff note: Yahoo! Answers is a forum for people from all over the world to engage with one another and to find information on topics that interest them. This is not an endorsement. We are not siding with any candidate or party -- in general or for the 2008 US elections. We're hopeful that people from all perspectives will realize the great insights that the Answers community can have, and will turn to us for future discussions. When it comes to the issue of global climate change it seems that most of its opponents propose that to act with environmental responsibility would be detrimental to the economy - ...