jacobwolinsky Posted November 9, 2011 Posted November 9, 2011 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.
link01 Posted November 9, 2011 Posted November 9, 2011 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)"
jacobwolinsky Posted November 9, 2011 Author Posted November 9, 2011 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.
Green King Posted November 10, 2011 Posted November 10, 2011 Thanks Jacob Dose anyone have full write up for Lisa Hess's idea?
jacobwolinsky Posted November 10, 2011 Author Posted November 10, 2011 From invest for kids-http://www.valuewalk.com/2011/11/leon-cooperman-tom-russo-sam-zell-others-favorite-stocks-invest-kids-conference/#.TrvSvkOXuso
claphands22 Posted November 10, 2011 Posted November 10, 2011 Jacob, you are the man. Just sayin'. +1
txlaw Posted November 10, 2011 Posted November 10, 2011 Jacob, you are the man. Just sayin'. +1 Agreed. Thanks, Jacob.
jacobwolinsky Posted November 10, 2011 Author Posted November 10, 2011 Thank you guys! Btw I just posted MUCH more in-depth notes, if you want to read them. A lot more meat in them. Its almost a transcript http://www.valuewalk.com/2011/11/indepth-notes-tom-russo-leon-cooperman-marc-lasry-invest-kinds-conference/#ixzz1dJvP7228
PLynchJr Posted November 10, 2011 Posted November 10, 2011 Really appreciate all the stuff you share. Thanks!
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