Topic Archives: Value Investing Congress

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Michael Kao, Akanthos Capital — “Multiple ZONES of Optionality”

These are my notes and instant reactions from a presentation at the Value Investing Congress, the notes below might contain errors, paraphrases, incorrect quotes, or misinterpretations. Michael Kao’s presentation is titled “Multiple ZONES of Optionality” — which sounds conceptually a little bit similar to his “asymmetric investing” pitch from the Spring Congress in Las Vegas. […]

Value Investing Congress, Day Two

Here are my notes from the presentations on the second day at the Value Investing Congress: Eric Sprott, “Investing Opportunity of Your Lifetime” (Gold market manipulation) Isaac Schwartz, “Hidden in Plain Sight” (Kazakh banks and Russian flooring) David Hurwitz, “Opportunities for Investment in Korea” Michael Kao, Akanthos “The TAO of Asymmetric Investing” (Tag Oil) Petra […]

Dan Ferris, “Best Royalty Investment in the World”

These are my notes and instant reactions from a presentation at the Value Investing Congress, the notes below might contain errors, paraphrases, incorrect quotes, or misinterpretations. Dan Ferris, who we have covered many times, is presenting about Altius Minerals (ALS.TO, ATUSF), which he has covered for years and we’ve written about many times (it’s also […]

Petra Capital, “In Search of ‘Hidden’ Champions in South Korea”

These are my notes and instant reactions from a presentation at the Value Investing Congress, the notes below might contain errors, paraphrases, incorrect quotes, or misinterpretations. Petra presented on South Korean stocks last year in Las Vegas as well, so it’s likely that these stocks are also ones that individual investors have trouble buying. They’re […]

Richard Lashley, “A Shareholder’s Perspective on Bank Stocks”

These are my notes and instant reactions from a presentation at the Value Investing Congress, the notes below might contain errors, paraphrases, incorrect quotes, or misinterpretations. Richard Lashley at PL Capital has been involved in proxy contests and shareholder activism with small banks around the country for about 18 years. Chris Mayer talked about him […]

Lisa Rapuano, “Finding Your Way Along the Many Paths of Value”

These are my notes and instant reactions from a presentation at the Value Investing Congress, the notes below might contain errors, paraphrases, incorrect quotes, or misinterpretations. Lisa Rapuano presented about the importance of personality and temperament in managing your own investment portfolio. A common trait among successful investors is adherence to a process. I took […]

David Neuhauser on Pacific Rubiales Energy (Not Really)

These are my notes and instant reactions from a presentation at the Value Investing Congress, the notes below might contain errors, paraphrases, incorrect quotes, or misinterpretations. David Neuhauser from Livermore Partners planned his presentation primarily about Pacific Rubiales Energy (PRE.TO, PEGFF), but since he started investing in it in the first quarter it released good […]

Pre-VIC thoughts

Good morning, Gumshoe friends! The Value Investing Congress in Las Vegas starts tomorrow, but I decided to also attend the pre-conference workshop so I’ll be tied up most of the day in those more in-depth presentations and won’t likely be sharing my notes as we go like I try to do with the regular conference […]

VIC — Alexander Roepers

Alex Roepers speaks at most of the Value Investing Congress events, and he has often shared excellent ideas of (mostly) larger industrial stocks which can benefit from what he calls “constructive shareholder activism” … he’s planning to share five new investment ideas, but started with “insights from 25 years.” He is a concentrated investor, typically […]

“Dumb and Dumber” — Zeke Ashton on learning from mistakes, and a safer real estate play.

Zeke Ashton runs Centaur Capital Partners and does long/short and he’s also a manager of Tilson Dividend (TILDX), which uses covered calls. I’ll flip his presentation and start with his investment idea, which is title insurance — but he also did a good presentation about investment mistakes so I’ll share those notes on as well. […]

Going Splunk

I’m tempted to buy some puts in Splunk (SPLK) following the presentation by Zack Buckley late this morning — he brought the shares down by 5%, but his brief look at the business model and the growth prospects, and the accelerated revenue recognition that makes the business look better than it is, point to some […]

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