Comments on: How to attend the Value Investing Congress http://blogs.reuters.com/felix-salmon/2010/10/12/how-to-attend-the-value-investing-congress/ A slice of lime in the soda Sun, 26 Oct 2014 19:05:02 +0000 hourly 1 http://wordpress.org/?v=4.2.5 By: jryan76 http://blogs.reuters.com/felix-salmon/2010/10/12/how-to-attend-the-value-investing-congress/comment-page-1/#comment-19289 Tue, 12 Oct 2010 19:01:27 +0000 http://blogs.reuters.com/felix-salmon/?p=5749#comment-19289 Investor conferences are also great for meeting other investors! Building relationships & sharing your thought process and concerns with other allocators that are facing the same pressures as you are is incredibly valuable.

Joe Ryan
whosinmyfund.com

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By: marketfolly http://blogs.reuters.com/felix-salmon/2010/10/12/how-to-attend-the-value-investing-congress/comment-page-1/#comment-19286 Tue, 12 Oct 2010 17:37:00 +0000 http://blogs.reuters.com/felix-salmon/?p=5749#comment-19286 Obviously have to take everything with a grain of salt, but the VIC has yielded some very successful ideas in the past (including David Einhorn’s short of Lehman Brothers, many managers talking about gold last year, etc).

For those interested, we’ve been posting notes from the Value Investing Congress here: http://www.marketfolly.com/2010/10/notes -from-value-investing-congress.html

Knowing when they bought and why is key, and we try to track these hedgies on a daily basis.

Jay
@marketfolly

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By: TinyTim1 http://blogs.reuters.com/felix-salmon/2010/10/12/how-to-attend-the-value-investing-congress/comment-page-1/#comment-19285 Tue, 12 Oct 2010 17:24:23 +0000 http://blogs.reuters.com/felix-salmon/?p=5749#comment-19285 So much missing here, but in particular their entry and exit price.
Your three year analysis will entirely miss fantastic IRR ideas if you don’t know they sold out at the peak after 18 months for example and if they bought in at the trough 12 months ago.

Also, one stock does not a portfolio make (unless you are Pershing Square).
If you want to get a good idea about their 3 year alpha generation over a whole bunch of stock picking ideas from one manager it’s called their 3 year PERFORMANCE.
Ask their investor relations team and they will be happy to give it to you if you are a HNW individual.

$4,395 is worth it if you attend in order to learn first hand how great investors THINK.
What are they looking for in their top ideas?
What are they willing to pay for solid business models?
etc…

I am pretty sure most attendees would be FoHF managers having mini one-on-ones or Hedgies themselves trying to learn.
Learn from the greats, pick your own great stocks and your fund will happily return far more than $4k.

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