The Congress has concluded, with a couple dozen sessions over two days exposing your friendly neighborhood Gumshoe to probably 50+ interesting investment ideas.
I’ve shared notes on almost all of those sessions over the past two days, and I’ve now got lots of ideas bouncing around my head that I’m setting aside for deeper analysis once I’ve shaken off the fog of a long weekend in Las Vegas. And, of course, we’ll also be getting back to our regular work of teaser-deciphering for your edutainment in the days to come.
Yesterday I mentioned that the ideas that were most instantly appealing from day one were Rosetta Stone and Atlas Financial, and today I’m having a bit more trouble narrowing them down … Whitney Tilson’s reiteration of his argument for AIG shares was pretty compelling, not least because it came up in some other presentations as well, and his pick of Spark Networks and the suggestions of other presenters to look at Whistler Blackcomb, Nathan’s Famous, Live Nation, WPX Energy, Dole Food and First American Financial all made me prick up my ears.
Here are the notes I’ve shared today — as with yesterday, these are notes that I posted live during the day, they are rough in some places and may include errors. You’ll need to be logged in as an Irregular to read these (login is at the top right of this page):