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. Whitney Tilson is one of the founders of the Value Investing Congress and he speaks at all of them — and I wrote quite a bit about the ideas […]
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As most of the Irregulars know, I try to get to all of the Value Investing Congress conferences, and I share my thoughts and notes on many of the stocks (and often invest in a few, eventually). This time I was able to make it to town in time for the pre-conference Workshop, which involves […]
Every time I attend a big investing conference I try to pick my favorite idea from all the investments presented and share it with the Irregulars. As usual, it’s been a bit difficult to narrow down all of the ideas presented at the Value Investing Congress and choose a single one to present to you […]
Whitney Tilson sold his presentation big this year, saying he had put together a Einhorn-esque slide deck of 120 pages with a short argument about K12 (LRN). On shorts in general, he said he has done awfully with shorts for a few years — but he sees a world that is so target-rich with crazy, […]
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