Investment Ideas from the “Value Investing Congress”

Posted by adesigar on November 10, 2006

One of the best places to get some great investing ideas is the 2nd Value Investing Congress which is in progress as i write this. The Value Investing Congress is a collection of some of the best and brightest value investors in the country. Most of the the speakers at this congress follow the Graham/Fisher/Buffett form of investing and will be sharing their best investment ideas.

This year the Speakers and their investment ideas are

Speaker	Manager of	Investment Idea
Joel Greenblatt	Gotham Capital	Autozone (AZO), Aeropostale (ARO), Claire’s Stores (CLE)
Larry Robbins	Glenview Capital	Thermo Fisher Scientific (TMO)
James S. Chanos	Kynikos Associates	- Not Applicable – Spoke about shorting stocks, mentioned Leapfrog and an Online gambling company as successful shorts
William Ackman	Pershing Square	Borders Group (BGP)
Curtis Jensen and Amit Wadhwaney	Third Avenue Funds	Cimarex Energy (XEC)
David Einhorn	Greenlight Capital	-
Christopher H. Browne	Tweedy, Browne Company,LLC	-
Bruce Berkowitz	Fairholme Capital Management	Canadian Natural Resources (CNQ)
Kian Ghazi	Hawkshaw Capital Management	Lesco (LSC)
Lisa Rapuano	Lane Five Capital Management	-
Mohnish Pabrai	Pabrai Investment Funds	Pinnacle Airlines (PNCL)
Thomas K. Brown	Second Curve Capital	CompuCredit (CCRT)
Guy Wyser-Pratte	Wyser-Pratte Management Co.	- Not Applicable – Spoke about shareholder activism
Barry Minkow	Fraud Discovery Institute	-
Whitney Tilson and Glenn Tongue	T2 Partners LLC	USG

I cannot guarantee the accuracy of the list above since im collecting the information from other articles and blog posts. The table above will keep getting updated as I find out which other investments have been recommended. Any help in gathering this information is greatly appreciated.

Thanks
Ameya Desigar

This entry was posted on November 10, 2006 at 7:09 pm and is filed under Investing ideas, Lists. You can follow any responses to this entry through the RSS 2.0 feed. Responses are currently closed, but you can trackback from your own site.