SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Paul Senior who wrote (31176)6/19/2008 9:25:46 AM
From: Jurgis Bekepuris  Read Replies (2) of 78661
 
It seems that "Value Investing" congress organizers are now touting the opposite of Seth Klarman: Short! Short till you drop! (Pun intended).

From their most recent email:

"Seven months ago, at the 2007 New York Value Investing Congress, Bill Ackman announced that he expected the holding companies of MBIA and Ambac Financial to fail as soon as next year and David Einhorn laid out his deep concerns about Lehman Brothers.

Since then, MBI is down about 80% and LEH is down more than 50%. Many attendees at the New York Congress who acted on this information have already made enviable returns.

Now it is your turn to benefit from truly valuable investing wisdom!"

Apparently these are the (only?) outstanding ideas people got at the congress...
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News