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2010 Value Investing Congress Notes
Posted by: guruek (IP Logged)
Date: May 9, 2010 08:48PM

The following are my detailed notes from the 2010 Value Investing Congress in Pasadena, CA on May 4th and 5th.. The great list of speakers included Bruce Berkowitz, Mohnish Pabrai, Eric Sprott, Tom Russo and Whitney Tilson, just to name a few. Topics ranged from the merits of owning gold to the attractiveness of small caps to investing in India and China.

After over 33 pages and about 18,000 words I hope have I captured all of the stocks discussed as well as the unique investment philosophies and themes highlighted by the speakers. I also included all of the responses from the Q&A sessions after each one of the presentations.

Again, these were hand-typed in real time so I apologize for any errors or omissions. I want to thank John Schwartz and Whitney Tilson for allowing me to attend this year's Congress and to post my notes. I hope you all enjoy them.

Sincerely,

A very tired of typing Inoculated Investor

2010 Value Investing Congress Notes



Guru Discussed: Bruce Berkowitz: Current Portfolio, Stock Picks
Mohnish Pabrai: Current Portfolio, Stock Picks
Tom Russo: Current Portfolio, Stock Picks
Whitn: Current Portfolio, Stock Picks
Rate this post:

Rating: 4.6/5 (16 votes)



Re: 2010 Value Investing Congress ...
Posted by: Bertrand (IP Logged)
Date: May 10, 2010 05:10AM



Hi Ben, thank you for sharing but I cannot open the link for some reason. Can you pls post again ?

Thank you

Bertrand



Guru Discussed: Bruce Berkowitz: Current Portfolio, Stock Picks
Mohnish Pabrai: Current Portfolio, Stock Picks
Tom Russo: Current Portfolio, Stock Picks
Whitn: Current Portfolio, Stock Picks
Rate this post:

Rating: 3.5/5 (2 votes)



Re: 2010 Value Investing Congress ...
Posted by: yswolinsky (IP Logged)
Date: May 10, 2010 10:16AM

Great Job Ben thanks again. Posted it on my website and will read it when I get a chance.



Guru Discussed: Bruce Berkowitz: Current Portfolio, Stock Picks
Mohnish Pabrai: Current Portfolio, Stock Picks
Tom Russo: Current Portfolio, Stock Picks
Whitn: Current Portfolio, Stock Picks
Rate this post:

Rating: 1.3/5 (3 votes)



Re: 2010 Value Investing Congress ...
Posted by: Hester1 (IP Logged)
Date: May 10, 2010 06:12PM



Thank you for the detailed notes!



Guru Discussed: Bruce Berkowitz: Current Portfolio, Stock Picks
Mohnish Pabrai: Current Portfolio, Stock Picks
Tom Russo: Current Portfolio, Stock Picks
Whitn: Current Portfolio, Stock Picks
Rate this post:

Rating: 3.3/5 (3 votes)





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