Showing posts with label Value Investing Conference. Show all posts
Showing posts with label Value Investing Conference. Show all posts

Tuesday 20 October 2009

Value Investing Congress 19th - 20th October, 2009

http://www.valueinvestingcongress.com/



AGENDA


An advanced seminar on value investing

How to Decipher Financial Statements, Avoid Value Traps and Pick Investment Winners

MONday MAY 4, 2009

7:30 - 8:00 AM

Registration

8:00 - 10:00 AM

How to Profit From the Mortgage Crisis:

Long Investments

• A beaten-down blue-chip

Case study: American Express

• Growth at a reasonable price (GARP)

and a beaten-down blue-chip

Case studies: Berkshire Hathaway & Wesco

• Out of favor financial

Case study: Resource America

• Distressed Debt

Case study: Subprime mortgage tranche

10:00 - 10:15 AM Break

10:15 - 10:45 AM

How to Not Lose Money in the Mortgage Crisis:

Stocks to Avoid

• Aggressive accounting, inadequate

reserving and the structure of CDOs

Case study: MBIA

10:45 - 11:30 am

Different Types of Value — Part One:

Piggybacking on Activism

• Piggybacking on structural activism

Case study: Wendy’s (Ackman)

• Piggybacking on operational activism

Case study: Wendy’s (Peltz)

• Catalyzing activism

Case study: CNET

11:30 AM - 12:00 Pm

Investor Irrationality and the Current

Market Meltdown

12:00 - 1:00 pm Lunch

1:00 - 3:00 Pm

Different Types of Value — Part Two:

Out of Favor Sectors (Retail/Consumer)

• Beaten down blue chip retailer and

piggybacking on activism

Case study: Target

• Profiting from a liquidation

Case study: Footstar

• Betting on a turnaround under new

leadership (1)

Case study: Borders Group

• Betting on a turnaround under new

leadership (2)

Case study: Wendy’s

3:00 - 3:15 pM Break

3:15 - 4:00 pM

Warning Flags

• Overvaluation

Case study: Netflix

• Overvaluation and unsustainable

business model

Case study: VistaPrint

4:00 - 5:00 pM

Different Types of Value —

Part Three

• An out-of-favor cyclical with too much debt

Case study: Huntsman

• Mispriced options

Case studies: dELiA*s, Ambassadors

International, TravelCenters of America,

PhotoChannel Networks, Proliance

International, General Growth Properties

5:00 - 6:00 pM

Networking Cocktail Reception
 
http://www.valueinvestingcongress.com/downloads/VICP09_Workshop_Agenda3.pdf

Sunday 19 April 2009

****Value Investing Conference (Videos)

Value Investing Conference 2008


"Introduction to Value Investing"




"Developments in the Investments Industry" - Panelists discuss the current financial crisis, its implications for investors, for value investing, and for the future of the hedge fund industry.




"Navigator of the Year" Award



"The Psychology of Human Misjudgement and Our Best Idea



Keynote: Alice Schroeder, author of "The Snowball: Warren Buffett and the Business of Life". Introductory remarks by John Macfarlane.



"How To Get Fired As a Pension Fund Manager" - Prominent money managers discuss where they find value and why these underexplored areas are often less popular with institutional investors.




"A Casual Talk with Two Guys from Richmond" - The interplay and overlap between the worlds of investing in business and managing businesses from the perspective of two areas that have demonstrated ...




"A Funnel of International Value" - From the global mega cap companies to the regional mid cap companies to the national smaller cap companies, these global investors take you on an international q...




"Hidden Values" - From a macro and micro perspective, three industry leaders examine how to capitalize on variant perceptions via portfolio bets.




"Groundhog Day +1" - The subprime crisis has occured, what's next and how that impacts a value portfolio.



Closing Remarks & presentation: "Does the Implosion of the Shadow Banking System Give Classic Investing a Second Wind?"