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Twitter Live, from New York … it’s the Value Investing Congress!
Twenty-five of the world’s premier value investors have descended on New York City this week for the Ninth Annual Value Investing Congress. And Wyatt Investment Research is here to cover it.
Wyatt Research founder Ian Wyatt and I have traveled down to New York to cover the two-day event. We will be live-blogging every speech, including presentations from Kase Capital manager Whitney Tilson, Rational Investment Group founder Guy Gottfried, and Cameron and Tyler Winklevoss of Facebook (almost) fame.
Check back with the WyattResearch.com site throughout the day on Monday and Tuesday (Sept. 16-17) for all of our live Value Investing Congress coverage. Some of our best investment ideas have come out of this annual conference.
Two years ago, for example, Ian informed readers of David Einhorn’s decision to short-sell Green Mountain Coffee Roasters. Within three weeks, the stock fell more than 55%.
So don’t miss out on the latest up-to-the-minute information from one of the most exclusive value investing conferences in the world.
UPDATE: Here’s our latest coverage from the Congress:
Day One:
Guy Gottfried: Needles in a Haystack
Michael Castor: The Accounting Game
John Mirshekari: Inflections in Incentives
Alexander Roepers: Five New Investment Ideas
Clifton Robbins: Finding Companies Poised to Unlock Value
Mark Boyar: Where Do We Go from Here?
Undervalued Stocks in an Unappealing Market
The India Opportunity
A Russian, State-Owned Energy Company … and it’s a Buy!
Donald Yacktman: Viewing Stocks as Bonds
To Infinity and Beyond!
Day Two:
The Case for Owner-Operators
The Winklevoss Twins and Bitcoin
Dan Miller: Investing with Conviction
Taiwan Isn’t China
Using Board Dynamics to Enhance Returns
Global Below Book Value Investing
Jeff Ubben: Attracted to Global Risk
Mick McGuire: Don’t Buy this Recovery
Whitney Tilson Short Sells an Education Company