Philip Morris IV Posted December 10, 2013 Share Posted December 10, 2013 Found this on the Security Analysis subreddit and thought this board would enjoy. http://www.institutionalinvestor.com/investpitch 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. Link to comment Share on other sites More sharing options...
xtreeq Posted December 10, 2013 Share Posted December 10, 2013 Thanks Link to comment Share on other sites More sharing options...
jschembs Posted December 10, 2013 Share Posted December 10, 2013 Congrats to Kyle/GrizzlyRock! Link to comment Share on other sites More sharing options...
eclecticvalue Posted December 10, 2013 Share Posted December 10, 2013 I posted it over here http://www.cornerofberkshireandfairfax.ca/forum/general-discussion/investpitch-videos-and-presentations/ Congrats to Kyle again and there is a link to the presentations where you can download it on scribd. Link to comment Share on other sites More sharing options...
Rabbitisrich Posted December 12, 2013 Share Posted December 12, 2013 Great, thanks you two for sharing. Link to comment Share on other sites More sharing options...
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