Investment Ideas from the “Value Investing Congress”
Investing ideas, Investment GuruNovember 10th, 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










November 11th, 2006 at 2:43 pm
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November 11th, 2006 at 9:10 pm
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November 13th, 2006 at 3:35 pm
Thanks for your good work.
You might note that the symbol for Cimarex is XEC rather than XEN.
November 17th, 2006 at 7:38 am
Thanks for pointing out the typo
January 1st, 2007 at 6:31 pm
I have red hundreds of books on value investing, Warren Buffett etc, and publish investment tutorials on value investing myself. I highly recommend Greenblatt’s ‘the little book that beats the market’. It could be one of your best investments ever!
Success in investing,
Hendrik Oude Nijhuis
http://www.magicformulastocks.com
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