A Round-up From the Value Investing Congress (Day 1)

Posted on 13/10/2010

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As described in their own PR literature the Value Investing Congress is “the place for value investors from around the world to network with other serious, sophisticated value investors and benefit from the sharing of investment wisdom.”  Some of the world’s most respected investors attend the conference and share their investment ideas with the other attendees.  The links below provide some background on these investment ideas.

Bill Ackman of Pershing Square Capital discusses JC Penney

Zeke Ashton of Centaur Capital discusses Fairfax Financial and Aspen Insurance Holdings

Lee Ainslie of Maverick Capital Management likes large-cap technology stocks

John Burbank of Passport Capital likes Exxon Mobil, Nestle and Kraft Foods

Amitabh Singhi of Surefin Investments likes Hero Honda, Tata Motors and HDFC

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Posted in: Investment Ideas