Great Investors Best Ideas 2014 conference. More Detailed Notes Coming. Sign up for our free newsletter to make sure you catch them. See our notes from last year here.
T. Boone Pickens: + on MRO & CLNE (again)
Bill Ackman: + on FNMA & FMCC
Michael Price: 2 ideas (1 old, 1 new): new idea: + on FMC. Old idea: + on DLB
How Warren Buffett Uses Discount Rates To Value Stocks
Warren Buffett has never detailed the process he uses to value the businesses he acquires for Berkshire Hathaway. However, over the years, he has provided some limited insight into his methods. Q3 2020 hedge fund letters, conferences and more Based on these comments, it is widely assumed that Buffett uses a discount cash flow model Read More
Bill Miller: Buy the homebuilders: likes the sector in general: mentions: KBH, LEN & PHM. Also really likes XON: Interexon.
Ray Nixon: + on 4Q tax loss candidates: MAT
Paul Isaac: + on Credit Agricole Regional Banks & Japanese General Trading Companies.
Tom Russo: + on Cie Financiere Richemont SA
Richard Perry: likes the idea of containerboard sponsored MLPs, + on tax loss candidates: AIG & ALLY
David Einhorn: + on MU & AAPL, also really likes the Greek banks