Chris Mittleman: Applying a Private Equity Mentality to Stocks

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Chris Mittleman: Applying a Private Equity Mentality to Stocks

Chris Mittleman presenting: “Applying a Private Equity Mentality to Public Equity Investing” at the 8th Annual Value Investing Congress.

Chris Mittleman: Applying a Private Equity Mentality to Stocks

Chris Mittleman of Mittleman Brothers will be presenting: Applying a Private Equity Mentality to Public Equity Investing at Value Investing Congress.

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Chris Mittleman is Managing Partner & Chief Investment Officer for Mittleman Brothers, LLC and its subsidiaries. Mittleman Brothers is a value-oriented SEC-registered investment advisory firm, managing concentrated, global equity portfolios for high net worth and institutional investors.

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Chris Mittleman Live Coverage

5:00 PM EST Chriss Mittleman starts his presentation, says he embraces leverage. He uses the private equity mentality.

5:05 PM: Mittleman likes Revlon Inc (NYSE:REV), says that the CEO Alan Ennis has accomplished a great turnaround.

5:08 PM: Mittleman calls Revlon Inc (NYSE:REV)’s business model, recession proof. The fashion brand draws 22 percent of its revenue from Wal-Mart Stores, Inc. (NYSE:WMT).

5:11 Mittleman says that 76 percent of REV’s shares are owned by Ron Perelman, Chairman of the Board. Considers REV cheap due to Perelman’s stake.

5:15: Revlon Inc (NYSE:REV) can be acquired by Unilever plc (NYSE:UL) or The Procter & Gamble Company (NYSE:PG).

5:25 Mittleman presents next long idea, Carmike Cinemas, Inc. (NASDAQ:CKEC).

Mittleman is finished with his presentation.

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