Here are the notes from the second day, I’ll continue adding them as the day goes along so you can refresh this page to see if there’s anything new.
John Lewis, Osmium — compounders and engagers in small caps.
“Ignore the noise, focus on priorities” (Cliff Remily, offshore subsea idea)
Short selling pitfalls and short ideas from Whitney Tilson, plus some updates.
Education of a Value Investor (Guy Spier)
Starboard Value/Jeffrey Smith, “Using board dynamics to enhance shareholder returns”
The Myth of Zulia (Citron/Andrew Left)
“Add a little Ick to the Mix” — Tim Eriksen