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19 Stock ideas from SumZero/Institutional Investor competition

Philip Morris IV

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Found this on the Security Analysis subreddit and thought this board would enjoy.




19 emerging value managers presented their best current ideas at this conference last month.  The link has short 3-4min videos from each presenter talking about their ideas, and you can download their PDF thesis presentations (have to register).  currygoat had originally put them all on his scribd account for easy access but it appears they asked him to take them down.


Among the presenters is CB&F's own Kyle Mowery (GrizzlyRock) presenting on Murphy USA (MUSA).  Also, someone presented on email encryptor Zix Corp (ZIXI), which had a thread here earlier this year.

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