Investing Ideas from the 3rd Annual Value Investing Congress West
UncategorizedMay 8th, 2008 One of the best places to get some great investing ideas is the 3rd Annual Value Investing Congress West which was held on May 6th and 7this 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 were
| Speaker | Manager of | Investment Idea |
| Jeff Bronchick | RCB | AIG (AIG) |
| Mohnish Pabrai | Pabrai Investment Funds | Wellcare (WCG) |
| Mark Sellers | Sellers Capital Fund | Vulcan Materials (VMC) |
| J. Carlo Cannell | Cannell Capital LLC | Hunter Douglas |
| Steven Romick | First Pacific Advisors | Group 1 Automotive (GPI) |
| Zeke Ashton | Centaur Capital Partners | American Oriental Bio. (AOB) |
| Atticus Lowe and Lance Helfert | West Coast Asset Management | Canadian Superior Energy (SNG) |
| Robert Hagstrom | Legg Mason | Yahoo (YHOO) |
| Vitaliy N. Katsenelson | Investment Management Associates | Jos A. Bank (JOSB) |
| Kenneth Shubin Stein | Spencer Capital Management, LLC | American Express (AXP) |
| Randall Abramson | Trapeze Asset Management | Office Depot (ODP), Ruby Tuesday (RT), Walgreen (WAG) |
| Aaron Edelheit | Sabre Value Management | Hemisphere GPS |
| Glenn H. Tongue | T2 Partners LLC | Berkshire Hathaway (BRK-A, BRK-B) |
| Whitney R. Tilson> | T2 Partners LLC | FairFax Holdings (FFH) |
I cannot guarantee the accuracy of the list above since im collecting the information from other articles and blog posts.
Disclosure : I own shares of Berkshire Hathaway. I do not have positions in any of the other companies mentioned above.










June 1st, 2008 at 10:22 am
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