Presentations — Los Angeles 2006

Fearless Focus

Tom Brown, Second Curve Capital

Event Driven Investing in the Global Arena

Daniel Loeb, Third Point

Dhandho! Heads, I Win; Tails, I don't Lose Much

Mohnish Pabrai, Pabrai Funds

Tiny Companies, Big Value

John Lewis, Osmium Partners

A Contrarian Investor’s Perspective on the Power of Independent Thinking

John Rogers, Ariel Capital

Avoiding the Value Trap

Steve Romick, First Pacific Advisors

An Update on Berkshire Hathaway & Investing in Bankrupt Equities

Whitney Tilson and Glenn Tongue, T2 Partners

Selling Short: Controversial Black Magic

J. Carlo Cannell, Cannell Capital

Finding Value in Technology Stocks

John Buckingham, the Al Frank Funds and The Prudent Speculator and TechValue Report newsletters

A Bargain Hiding in Plain Sight

Mark Sellers, Sellers Capital Fund

Value Investing and The Agency Problem

Jeff Ubben, ValueAct Capital

Exercise 1: Figures Are Revealing
Exercise 2: Pulling It All Together

Whitney Tilson's Exercises