A Round-up From the Value Investing Congress (Day 2)

Posted on 14/10/2010

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Further to yesterday’s post, below are some links to articles looking in more detail at investment ideas discussed on the second day of the Value Investing Congress:

David Einhorn of Greenlight Capital describes why he his short St Joe Co and long Vodafone.

Alexander Roepers likes glass bottle manufacturer Owens-Illinois.

Kyle Bass of Hayman Advisors thinks that Japan will default.

Whitney Tilson, of T2 Partners, is long BP equity.

Carlo Cannell, of Cannell Capital, is betting against solar power companies.

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Posted in: Investment Ideas