David einhorn short green mountain coffee roasters gmcr. His presentation was entitled investing with conviction and he pitched 3 ideas. The content of this presentation reflects prevailing market conditions and rns judgment as of the date of this presentation, all of which may be subject to change. Because the majority of the value investing congress presentations were enlightening, lets start with. President of investment research and awardwinning author of value trap. Splunk boasts that customers can have their software up. Sep 17, 20 managed public schools 86% of fy 20 revenues, primarily managing 54 online aka, cyber or virtual charter schools in 33 states and dc this presentation focuses only on this segment note that my critique is specifically of k12, not all online charter schools, forprofit charter schools or blended learning schools. Selected as one of three finalists for institutional investors and sumzeros firstever emerging manager stock pitch competition at columbia business school on november 12, 20. Array biopharma to present overall survival results from the. Growth investing peter lynch believes that an investor can identify great stocks long before the market does, by using his intuition, intelligence, reflection and. If you sign up with a valid email address you get access to 45 days delayed ideas. This presentation and the information contained herein is not investment advice or a recommendation or solicitation to buy or sell any securities. Four presentation lessons from president obamas state of.
Next up is john mirshekari of fidelity investments. For the full year 20, it expects total net sales growth in the range of 15% to 20% over fiscal year 2012. Cvent embraces the value of gdpr and provides best practices for compliance. Direct investing advicebased wealth business asset management insurance 2,491 business locations1 rpt.
Download it once and read it on your kindle device, pc, phones or tablets. Final notes from the value investing congress on tilsons big short bet by travis johnson, stock gumshoe, september 17, 20 whitney tilson sold his presentation big this year, saying he had put together a einhornesque slide deck of 120 pages with a short argument about k12 lrn. Dec 27, 2012 for the full year 20, it expects total net sales growth in the range of 15% to 20% over fiscal year 2012. Robbiati managing director and chief executive officer not for distribution or release in the united states or to u. Annual value investor conference at the university of nebraska, college of business administration.
Hedge fund presentations by worlds renowned activist investors. Value investing program student information session. Value investing program student information session uris 301, 12. Sep 24, 20 in a presentation last week at the value investing congress, tilson, who manages kase capital, offered a sweeping dissection of why he believes the publicly traded company is overvalued. Even political junkies admit that the state of the union sotu speech can be tough for the president delivering it. Were posting up notes from the 20 value investing congress in new york.
I learned the investment business largely from the work and thinking of other investors. Value investing congress presentations for the las vegas 20 conference can be found below. Symmetricom to present small cells synchronization solutions. The information contained in this presentation is it 1999 again is highly confidential and is being provided for. Hedge fund hawkshaw capital management insider monkey. Valueact value investing congress presentation oct2012. For complete access without any delay you have to submit an online application that includes a favorite current investment recommendation. The two day conference featured a wide variety of speakers across the value spectrum as well as one presentation on bitcoins. Array biopharma to present overall survival results from the phase 3 beacon crc safety leadin of the combination of encorafenib, binimetinib and cetuximab in brafmutant colorectal cancer at the. The conference has released video of the presentation from mfp.
John mirshekaris value investing congress presentation. The information and opinions contained in this presentation have been compiled or arrived at from sources believed to be reliable, but no representation or warranty, express or. Investment styles growth value momentum investing peter lynch quote. Mick mcguires value investing congress presentation. Says bill ackman of pershing square capital management about the art of value investing.
The two day conference featured a wide variety of speakers across the value. Sep 17, 20 the 9th annual value investing congress in new york is over. Oct 01, 2012 8th annual new york value investing congress october 1, 2012 new york, ny my favorite ideas whitney tilson, t2 partners join us for the 8th annual spring value investing congress in las vegas. Be sure to check out our notes from the value investing congress. All investments involve risk, including the loss of principal. Effective with the companys 2012 annual report, all financial statements are presented in usd.
How the worlds best investors beat the market wiley finance book 531 kindle edition by heins, john, tilson, whitney. The cvent excellence awards celebrate the best in the industry. Value investors club where top investors share their best ideas. Lawrences profile on linkedin, the worlds largest professional community. An analysis of k12 and why it is my largest short position. Vista exclusively invests in software, data, and technologyenabled organizations led by worldclass management teams. Ghazis hedge fund returned 58% cumulatively between its inception and the end of 2010, vs. Idea generation use screening software to find opportunities high return. Put bluntly, if you are a value investor, you want to buy a business only if it trades at less than the value of the assets in place and view. Premium value investing speakers and attendees from 6 continents and over 50. Further, the presentation is not intended to provide recommendations, and should not be relied upon for tax, accounting, legal or business advice. If our speakers give permission, we upload their presentations to the conference website.
Next up is mick mcguire of marcato capital management and his presentation was entitled dont buy this recovery. Google employee tristan harris internal 20 presentation. A free powerpoint ppt presentation displayed as a flash slide show on id. Learn about the value investing program for 2020 2021 year. Google employee warned in 20 about five psychological vulnerabilities that could be used to hook users published thu, may 10 2018 3. Below is the full value investing congress line up and topic of presentation, however, no coverage will be up until the embargo is up. Unlike buffett, we include a conservative estimate of normalized earnings from. Theory of universal valuation brian nelson explains how us policymakers are stuck between a rock and a hard place, and how the market may be factoring in too high of a probability of a return to normalcy before 2021.
We met kian ghazi at the 2012 value investing congress. During the four days of mobile world congress, the 20 conference program will highlight the impact of mobile on individuals and businesses in developed and developing markets across a. Apologizes for the temporary removal of the presentations but they are coming soon. Valuewalk readers can get a 53 percent discount on the value investing congress in vegas april 3rd and 4th 20, just use this link to register.
See the complete profile on linkedin and discover daniel. At the value investing congress approximately 20 speakers gave their favorite pitches. Michael prices presentation from the london value investor. Next up is daniel miller of the gabelli focus five fund. The softwareasa service saas company recently launched pandemicrelated services.
On october 2, 2012, valueact capitals fearless leader jeffrey ubben made a presentation on day 2 of the 8th annual value investing congress in new york. Benefits of more accurate decisions have a very high value proposition information solutions represent a long term, sustainable growth opportunity end market growth through greater share of wallet new data sources broaden applications and increase value of installed solutions becoming more embedded in clients operations. Premium value investing speakers and attendees from 6 continents and over 50 countries. Go for a business that any idiot can run because sooner or later, any idiot probably is going to run it. Ppt value investing powerpoint presentation free to. But critics target k12 and lifelock as stocks to short. It is not intended to be a risk disclosure document. The analyses provided may include certain statements, estimates and projections prepared with respect to. Value auto same store unit sales increased 20% yoy. The art of value investing is a thoughtfully organized compilation of some of the best investment insights i have ever read. The 9th annual value investing congress in new york is over. Join us for the 8th annual spring value investing congress in las vegas. An analysis of k12 lrn and why it is my largest short position.
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