Valuable Ideas From the Value Investing Congress

Jeff Moore submits:

When considering making a trip to either California or New York to attend the Value Investing Congress, it is important to gauge the returns that you will get from this potential investment. As many of you know, I recently ventured to NYC for the previous Value Investing Congress. Simply put, I thought that the experience was great, full of useful information, and of course a terrific excuse to take a much undeserved vacation.

Various memories of the congress still stick out to me: I met some new people, and also had good conversations with old acquaintances. David Einhorn’s speech was memorable (as I am sure many of you have read), but the Q&A was even better. Bill Ackman espoused enough knowledge to make an intelligent layman feel as simple as Glen Beck. Whitney Tilson highlighted how we are not out of the woods with housing, but that the markets may not tank as a result, while John Paulson was as informative as ever.


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