Value Investing Congress — Day Two

Collecting all the notes from the second day

By Travis Johnson, Stock Gumshoe, September 17, 2013

This is where we’ll be posting all of my note and comments from the second day of the Value Investing Congress — 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. If you want to see the summary of the first day, you can catch that here.

Here’s what we covered on day two of the Congress:

“Owner Operators” from Chris Mayer — Pulse SeismiLc and Charter Financial

Vanshap Capital’s Canadian P&C Insurer and Greek REIT

The Winklevoss Twins and Bitcoin

Three Small Cap Values from Gabelli (Dan Miller)

Value Tissues from Starboard — Wausau Paper

Temple Honor on Taiwan and Chinese Smartphones — MediaTek and China Wireless

ValueAct’s Insurance Broker, profitable and improving (Jeff Ubben) — Willis Holdings

Marcato’s profits from Commercial Construction recovery with rentals — United Rentals

Presentations from Contest Winners — Short LOCK, Long ASH

Whitney Tilson’s big short bet on Online Education — K12

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September 17, 2013 4:35 pm

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?

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