Value Investing Congress — Day Two
by Travis Johnson, Stock Gumshoe | September 17, 2013 10:37 pm
Collecting all the notes from the second day
This is where we’ll be posting all of my note and comments from the second day of the Value Investing Congress[1] — I’ll add links below to each of the notes as they come out throughout the day, or you can always see all of my VIC postings here[2]. If you want to see the summary of the first day, you can catch that here[3].
Here’s what we covered on day two of the Congress:
“Owner Operators” from Chris Mayer[4] — Pulse SeismiLc and Charter Financial
Vanshap Capital’s Canadian P&C Insurer and Greek REIT[5]
The Winklevoss Twins and Bitcoin[6]
Three Small Cap Values from Gabelli (Dan Miller)[7]
Value Tissues from Starboard — Wausau Paper[8]
Temple Honor on Taiwan and Chinese Smartphones — MediaTek and China[9] Wireless
ValueAct’s Insurance[10] Broker, profitable and improving (Jeff Ubben[11]) — Willis Holdings
Marcato’s profits from Commercial Construction recovery with rentals — United Rentals[12]
Presentations from Contest Winners — Short LOCK, Long ASH[13]
Whitney Tilson[14]’s big short bet on Online Education — K12
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Endnotes:- Value Investing Congress: https://www.stockgumshoe.com/tag/value-investing-congress/
- see all of my VIC postings here: http://stockgumshoe.com/tag/value-investing-congress/
- catch that here: http://stockgumshoe.com/2013/09/value-investing-congress-day-one/
- “Owner Operators” from Chris Mayer: http://stockgumshoe.com/2013/09/vic-chris-mayer
- Vanshap Capital’s Canadian P&C Insurer and Greek REIT: http://stockgumshoe.com/2013/09/vic-vanshap-capital/
- The Winklevoss Twins and Bitcoin: http://stockgumshoe.com/2013/09/vic-winklevoss-twins-and-bitcoin/
- Three Small Cap Values from Gabelli (Dan Miller): http://stockgumshoe.com/2013/09/vic-dan-miller-gabelli/
- Value Tissues from Starboard — Wausau Paper: http://stockgumshoe.com/2013/09/vic-jeffrey-smith-starboard-value/
- Temple Honor on Taiwan and Chinese Smartphones — MediaTek and China: http://stockgumshoe.com/2013/09/vic-temple-honor-on-taiwan/
- ValueAct’s Insurance: http://stockgumshoe.com/2013/09/vic-valueact-jeff-ubben/
- Jeff Ubben: https://www.stockgumshoe.com/tag/jeff-ubben/
- Marcato’s profits from Commercial Construction recovery with rentals — United Rentals: http://stockgumshoe.com/2013/09/vic-mick-mcguire-marcato-capital/
- Presentations from Contest Winners — Short LOCK, Long ASH: http://stockgumshoe.com/2013/09/value-investing-winners-short-lock-long-ashland/
- Whitney Tilson: http://stockgumshoe.com/2013/09/vic-whitney-tilsons-big-short/
Source URL: https://www.stockgumshoe.com/2013/09/value-investing-congress-day-two-3/
Travis
I am sure you can understand this is alot of material each day. Is it possible in your summary to tell us which one(s) you feel are worth a look?
Not after an hour or two, I’m afraid — there’s very little junk that you can just throw out (as you often can with the teaser pitches once you learn who the stock really is). These stocks all sound good in presentations and have real and compelling businesses. I would be tempted, based just on the presentations, by probably three quarters of the ideas I’ve heard. I will be narrowing it down as I research them this week to choose my favorite, and probably writing about other compelling ones in the months ahead.