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1.Value Investing CongressOctober 19th and 20th, 2009 Marriott Marquis, Times SquareNotes by Nick [email protected] Ackman Pershing Square, L.P. : Prisons’…

Ben Claremon: The Inoculated Investor 2011 Value Investing Congress Notes Speaker #1: Seeing Value Through the Cloud Kian Ghazi- Hawkshaw Capital Management - http://inoculatedinvestor.blogspot.com/…

1. A Bargain Hiding inPlain Sight 2. Sellers Capital Investment Criteria1. Moat2. Management3. Balance Sheet4. Margin of SafetyGoal: Avoid permanent capital impairment (risk).…

Compliments of: Gardner Russo & Gardner Tom Russo Value Investor Conference Transcript 4th Annual LA Value Investor Conference May 7 & 8, 2007 WHERE WORLD-CLASS INVESTORS…

Ben Claremon: The Inoculated Investor 2011 Value Investing Congress Notes Day 1: Speaker #1: Seeing Value Through the Cloud Kian Ghazi- Hawkshaw Capital Management - http://inoculatedinvestor.blogspot.com/…

7/29/2019 Bill Ackman Value Investing Congress 100112 1/1038th annual new yorkvalue investing congressOctober 1, 2012 new york, nyIncentives MatterBill Ackman, Pershing Squarewww.ValueInvestingCongress.comJoin…

8/8/2019 Value Investing Congress Ny 2010 Ashton 1/22Zeke AshtonCentaur Capital PartnersNEGLECTED, HATED, & FEAREDINVESTING IN OUT-OF-FAVOR INDUSTRIESVALUE INVESTING…

9th annual Spring value investing congress • April 3, 2014 • Las Vegas, NV A Shareholder Activist’s Perspective on Bank Stocks Richard Lashley, PL Capital

A Case Study In Financial Brilliance Teledyne, Inc. Dr. Henry E. Singleton Leon G. Cooperman Chairman and CEO Omega Advisors, Inc. Omega Advisors, Inc. November 28, 2007…

1. Value Investing for“Mere Mortals” Value Investing Congress October 12 &13, 2010 2. Comparison of changes in $100,000 invested in Aquamarine Fund Inc. vs S&P…

8/10/2019 69013761 Leon Cooperman Value Investing Congress Henry Singleton 1/371Omega Advisors, Inc.November 28, 2007Leon G. CoopermanChairman and CEOOmega Advisors, Inc.A…

8th annual new york value investing congress íCTOB¡! 1. 2012 N¡\ YO!K. NY Perspectives on Book Value Mick McGuire, Marcato Capital Management Join us for the 8th Annual…

8/6/2019 T2 Partners Presentation Value Investing Congress 5-3-11 New 1/708/6/2019 T2 Partners Presentation Value Investing Congress 5-3-11 New 2/70An Update on St. Joe and…

9th annual new york value investing congress • September 16, 2013 • New York, NY Where do we go from here? Mark A. Boyar, Boyar Value Group www.ValueInvestingCongress.com…

8th annual new york value investing congress • October 1, 2012 • new york, ny Perspectives on Book Value Mick McGuire, Marcato Capital Management Join us for the 8th…

8th annual new york value investing congress • October 1, 2012 • new york, ny Incentives Matter Bill Ackman, Pershing Square www.ValueInvestingCongress.com Join us for…

Incentives Matter Pershing Square Capital Management, L.P. Disclaimer The analyses and conclusions of Pershing Square Capital Management, L.P. ("Pershing Square")…

8/8/2019 David Einhorn St. Joe Company Slideshow from the Value Investing Congress 2010 1/139!"#$%&'(&)*+#,#-./(&0'1&21"$%&/34&5+#6&7'893&:',#David…

Prisons’ Dilemma October 20, 2009 Pershing Square Capital Management, L.P. Disclaimer The analyses and conclusions of Pershing Square Capital Management, L.P. ("Pershing…