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Conference from yesterday with Ackman, Einhorn, Price and others.


jacobwolinsky
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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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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)"

 

 

 

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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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