I spent the day on Tuesday at the Delivering Alpha conference, which is hosted by CNBC and Institutional Investor — it’s not the kind of confab that includes “secret” or special ideas that you can’t hear about elsewhere (it’s hosted by CNBC, after all, and they broadcast from the conference all day), but it’s an […]
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Jeff Ubben’s ValueAct is an activist investment group, they try to get access to companies, develop relationships with them, serve on boards, and create value. They don’t hedge or short or use leverage and he keeps his own money in the fund, so he is very, very careful. And he defines value, which most people […]
The second day of the Value Investing Congress resulted in mostly headlines about David Einhorn shorting Chipotle (CWG), since that was the only thing he shared that seemed new and sexy, but he and several other presenters also shared some interesting thoughts that stood out for me about a few of the victims/villains of the […]
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