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

Posted on 14/10/2010


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.

Posted in: Investment Ideas