jacobwolinsky
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Posts posted by jacobwolinsky
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thx, jacob!
this caught my eye- tho not yet my fancy- because valueslant just linked to a very comprehensive analysis of trox on his blog.
"Lisa Hess
Titanium prices should rise 300% due to production bottlenecks and increase demand
Recommend 2 stocks to buy: ILU:AU Iluka and TROX (Tronox)"
Im trying to get more info but unfortunately thats all i have currently.
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I got some notes thought you guys might like (they are brief bc my friend got them through one of the speakers ;) ) Media wasnt allowed in. Speakers included Pickens, Berkowitz, Michael Price, Einhorn, Ackman and a bunch of others.
http://www.valuewalk.com/2011/11/michael-price-einhorn-ackman-gibi-notes-yesterday/#.Trr5s0OXuso
Also here is the full audio of Einhorn's short from VIC (in case you have been living in a cave, GMCR is down 30%), to my knowledge it has not been posted anywhere else-http://www.valuewalk.com/2011/11/11628/
Also have conf tomm where Cooperman, Zell, Tom Russo and others are speaking. Will post link here when up.
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For all who asked this is the best I can do for now please dont mention the names on this board or anywhere else I dont want to get in trouble with compliance-http://www.facebook.com/pages/Value-Walk/144640855575863
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Thanks for the understanding.
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No idea, considering he manages $6billion (and has a fantastic track record) he is pretty unknown even in the value circles.
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Hi Jacob,
Is it possible to post 'Part 2' in this forum? Its a private forum so it wont matter much. Thanks!!
Quote from: jacobwolinsky on November 01, 2011, 03:33:03 PM
I will be a gentleman and not name the site, but if you want to, you can figure it out pretty quickly. This is the second time they did this....
No they are nice, just Baupost in general is super secretive. It was all macro no stock analysis. You can still see some stuff they never asked me to remove-http://www.valuewalk.com/value-investing-reports/walk-exclusive-seth-klarman-q211-shareholder-letter/, http://www.valuewalk.com/value-investing-reports/notes-seth-klarmans-2009-shareholder-meeting/. I suggest you copy these ASAP.
I cant Baupost was very nice but very clear that they do not want anything further posted. I do not want to get on their bad side. I would love to post if I could trust me. If anyone else has it they can feel free to due it at their own risk.
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Ask John Chew, he is super nice and might have it.
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I will be a gentleman and not name the site, but if you want to, you can figure it out pretty quickly. This is the second time they did this....
No they are nice, just Baupost in general is super secretive. It was all macro no stock analysis. You can still see some stuff they never asked me to remove-http://www.valuewalk.com/value-investing-reports/walk-exclusive-seth-klarman-q211-shareholder-letter/, http://www.valuewalk.com/value-investing-reports/notes-seth-klarmans-2009-shareholder-meeting/. I suggest you copy these ASAP.
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You can all thank the person who posted w/o my permission Klarman’s S/Ls under my name on a big site, which alerted Baupost’s CCO to my site. I will no longer be able to publish anything from Baupost Group in the future.
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Enjoy! I didnt want to say where they were from and piss off CBS. Chew has tons of gr8 stuff on his scribd account
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I think they can claim whatever is said in the class is only intended for the class not the public, but I am not an expert on this topic.
If you search you will be able to find the full notes.
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I dont agree with the Congressman at all, but I found this video funny and relevant to the topic:
Congressman Tim Huelskamp "Warren Buffett would never hire Obama as his CEO"
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Thanks for all the compliments, will be posting a lot more tomm.
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Here is part II, I had to remove names but should be obvious to any real value guy-http://www.valuewalk.com/value-investing-reports/lecture-2-introduction-investing/
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Apologizes, it has been restored.
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I had to disable downloads not to be mean but for potential legal reasons.
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I had tyo remove names but these notes are REALLY good (not mine)
http://www.valuewalk.com/value-investing-philosophy/lecture-1-introduction-investing/
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I loved this book! My friend who is a value junkie and is now a sr. analyst @ a top value hf said this was one of the best books he ever read.
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Thanks! It was mostly a monologue that he told me to put into an interview format. I had a lot more questions I wanted to ask him.
Btw- he is a super nice guy.
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Thought you guys would be interested. I conducted an interview with Tom Russo (about 14 pages of text), and just posted it. He was one of the first global value investors (great 25+ yr track record)-http://www.valuewalk.com/interviews/exclusive-interview-famous-investor-tom-russo/ http://www.valuewalk.com/interviews/exclusive-interview-famous-investor-tom-russo/
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Thanks for the compliments they are greatly appreciated.
Conference from yesterday with Ackman, Einhorn, Price and others.
in General Discussion
Posted
From invest for kids-http://www.valuewalk.com/2011/11/leon-cooperman-tom-russo-sam-zell-others-favorite-stocks-invest-kids-conference/#.TrvSvkOXuso