Speaker Presentations — Hollywood 2007

The Dhandho Investor: Abhimanyu’s Dilemma

Mohnish Pabrai, Pabrai Investment Funds

Entrepreneurial Investing

Lance Helfert & Atticus Lowe, West Coast Asset Management

My Favorite Stock

Mark Sellers, Sellers Capital Fund

Dau Tu Khong Truoc Khi Thong Thuong

J. Carlo Cannell, Cannell Capital LLC

With Friends Like These… Management Matters

Wally Weitz, Wallace R. Weitz & Co.

Accountability: An Activist’s Ally

Mike McConnell, Shamrock Capital Advisors

Leverage (Cheap Options) for the Value Investor

Douglas Grey, Saddle Peak Asset Management

How Concentrated Should You Be?: Re-Examining the Big Bet Theory

Zeke Ashton, Centaur Capital Partners

The Virtue of Patient Investing

Steven Romick & Robert Rodriguez, First Pacific Advisors

Hidden Treasures: Finding Value Off the Beaten Path

William Vlahos, Odyssey Fund Advisors

The Best of Both Worlds
The Berkshire Hathaway Empire Today

Whitney Tilson & Glenn Tongue, T2 Partners