Jump to content

Conference from yesterday with Ackman, Einhorn, Price and others.


jacobwolinsky

Recommended Posts

I got some notes thought you guys might like (they are brief bc my friend got them through one of the speakers ;) )  Media wasnt allowed in. Speakers included Pickens, Berkowitz, Michael Price, Einhorn, Ackman and a bunch of others.

http://www.valuewalk.com/2011/11/michael-price-einhorn-ackman-gibi-notes-yesterday/#.Trr5s0OXuso

 

Also here is the full audio of Einhorn's short from VIC (in case you have been living in a cave, GMCR is down 30%), to my knowledge it has not been posted anywhere else-http://www.valuewalk.com/2011/11/11628/

 

 

Also have conf tomm where Cooperman, Zell, Tom Russo and others are speaking. Will post link here when up.

 

Link to comment
Share on other sites

thx, jacob!

 

this caught my eye- tho not yet my fancy- because valueslant just linked to a very comprehensive analysis of trox on his blog.

 

"Lisa Hess

 

Titanium prices should rise 300% due to production bottlenecks and increase demand

 

Recommend 2 stocks to buy:  ILU:AU Iluka and TROX (Tronox)"

 

 

 

Link to comment
Share on other sites

thx, jacob!

 

this caught my eye- tho not yet my fancy- because valueslant just linked to a very comprehensive analysis of trox on his blog.

 

"Lisa Hess

 

Titanium prices should rise 300% due to production bottlenecks and increase demand

 

Recommend 2 stocks to buy:  ILU:AU Iluka and TROX (Tronox)"

 

Im trying to get more info but unfortunately thats all i have currently.

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...