Money and Finance
T2's Value Investing Congress Presentation
This particular link found via Market Folly. The presentation has some good info on the current state of the housing market and the long case for Anheuser-Busch InBev.
Link to: T2's Value Investing Congress Presentation
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Related previous post: 2010 Value Investing Congress Notes
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Value Investing Congress Notes And Presentations
From ValueWalk: Value Investing Congress 2014 From Market Folly: Value Investing Congress Las Vegas Notes 2014
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Chipotle Vs. Taco Bell: Einhorn's Short Put To The Taste Test
Found via The Reformed Broker. Link ................. Related previous post: Notes from David Einhorn's Value Investing Congress Presentation
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Value Investing Congress Notes
From Market Folly: Link to: Value Investing Congress Notes
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T2's Value Investing Congress Presentation
Found via Market Folly. Great discussion on St. Joe.Link to: T2's Value Investing Congress Presentation
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2010 Value Investing Congress Notes
Another BIG thanks to Ben Claremon for the notes. Ben is an MBA looking for a summer internship at a value-oriented fund or firm. I don’t know him personally, but from the notes he took for the Berkshire and Wesco meetings and the Value Investing Congress,...
Money and Finance