Value Investing Congress 2014: All Presentation Slides

9
Value Investing Congress 2014: All Presentation Slides

September 8 & 9, 2014 • Florence Gould Hall • New York, NY 10th Annual New York Value Investing Congress slides now available for our readers. All slides can be found below, as well as in speaker posts, which can be found here. Enjoy!

Apologizes for the temporary removal of the presentations but they are coming soon!!

Multiple ZONES of Optionality
Michael Kao, Akanthos Capital

Odey Falls -2.5% In Q2, Bets On Economic Recovery

activist short selling Investing investThe LF Brook Absolute Return Fund lost -2.52% in the second quarter of 2021, compared to a positive performance of 7.59% for its benchmark, the MSCI Daily TR Net World Index. Year-to-date the fund has returned 4.6% compared to 11.9% for its benchmark. Q2 2021 hedge fund letters, conferences and more According to a copy Read More


Global Value Investment Opportunities
Alexander Roepers, Atlantic Investment Management

“Invert, Always Invert”: Finding Value Through Implied Expectations
Adam Crocker, Metropolitan Capital Advisors

Activist Investing in Korea
David Hurwitz, SC Fundamental

Are Equities Still the Best House in the Financial Asset Neighborhood?
Leon Cooperman, Omega Advisors

Are Equities Still the Best House in the Financial Asset Neighborhood LeonCooperman ValueInvestingCongress… by ValueWalk

Misunderstood Situations
Sahm Adrangi, Kerrisdale Capital Management

An Owner-operator to Rally Around
Marcelo P. Lima, Heller House

Shorting Against Blue Pill Investing
Carson Block, Muddy Waters Research

Opportunity India: Myth or Magic?
Amitabh Singhi, Surefin lnvestments

Off the Radar: More Underfollowed Gems
Guy Gottfried, Rational Investment Group

Off the Radar More Underfollowed Gems GutGottfried ValueInvestingCongress 9-8-14 (2)

Add a Little Ick to the Mix
Tim Eriksen, Eriksen Capital Management

The Myth of Zulia
Andrew Left, Citron Research

Using Board Dynamics to Enhance Shareholder Returns
Jeffrey Smith, Starboard Value, LP

Compounders & Engagement: A Double-Barreled Focus on Value Creation
John Lewis, Osmium Partners

The Education of a Value Investor
Guy Spier, Aquamarine Fund

Samsung Electronics: The Unsung Hero
Mike Wood, SumZero Contest Winner

Ignore the Noise — Focus on Priorities
Cliff Remily, Northwest Priority Capital

My Favorite Idea
Whitney Tilson, Kase Capital

Whitney Tilson: Lessons From a Dozen Years of Short Selling by ValueWalk

A Shareholder Activists Perspective on Bank Stock
Richard Lashley

A Shareholder Activists Perspective on Bank Stocks-Lashley-Value Investing Congress-4!3!14 by ValueWalk

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