I had the pleasure of attending the 2012 Vail ValueX conference hosted by Vitaliy Katsenelson http://contrarianedge.com/valuex-vail/
While I will write more about my impressions here's a link to Jim Chanos' notes.
VALUExVail 2012 - James Chanos
The rest of the presentations are available here - http://www.scribd.com/VitaliyKatsenelson
Enjoyed your presentation at http://www.marketfolly.com/
ReplyDeleteHelpful that you compiled all that information. I'm interested in a few of those names and theses as well.
You should post it on your website!
Cheers
Thanks, yeah. I'll get around to that. I'm slammed right now after the conference. It's in the hopper of stuff to do.
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