Value Investing Congress

Green Mountain Coffee Roasters Inc. (NASDAQ: GMCR) shares are plunging this morning, after the company missed earnings estimates last night. The company has been in the news recently, with Greenlight Capital's David Einhorn saying at the Value Investing Congress that he was short the stock for a...

Noted value investor Whitney Tilson, of T2 Partners, is on CNBC, talking about a wide variety of topics, including why he went long Netflix (NASDAQ: NFLX) yesterday. Scott Wapner asked him about his sentiment on the market, and Tilson said that he was bearish in the beginning of the year, and then...

When David Einhorn announced that he was short Green Mountain Coffee Roasters (NASDAQ: GMCR) at the Value Investing Congress last week, investors shot first and asked questions later, sending shares down some 25%, before finally starting to recover today. Einhorn, of Greenlight Capital, said at...

At the Value Investing Congress, Greenlight Capital's David Einhorn came out with a scathing short thesis on Green Mountain Coffee Roasters (NASDAQ: GMCR). He essentially called the company an accounting fraud. Einhorn also said that the company does not deserve anywhere near the multiple it has...

Earlier in the week was the Value Investing Congress, one of the largest value investment conferences around the world. Several large luminaries on Wall Street, including Leon Cooperman, Bill Ackman, David Einhorn, and Alexander Roepers, spoke and gave some of their best ideas, both long and short...

Whitney Tilson and Glen Tongue of T2 Partners are speaking at the Value Investing Congress and mentioned Berkshire Hathaway (NYSE: BRK-A) as the most attractive on risk reward basis in the thirteen years it has owned it. Tilson believes that shares are trading 35% below intrinsic value, which he...

Boykin Curry of Eagle Capital is speaking at the Value Investing Congress and he is talking about time arbitrage. Curry is addressing the fact that analysts have been inaccurate with price targets when they have lowered price targets on companies without looking at long term cash flows. Instead...

Adam Weiss and James Crichton of Scout Capital Management are speaking at the Value Investing Congress and they are talking about two of their best ideas, Williams Companies, and Sensata Technologies. Weiss and Crichton have kept a low profile, and according to Whitney Tilson, this is the first...

Bernard Horn of Polaris Capital Management is speaking at the Value Investing Congress and he is talking about value opportunities around the world, including Europe. He uses a discounted cash flow method as his primary methodology for making investment decision. Horn, who manages $4 billion in...

Leon Cooperman of Omega Advisors is speaking at the Value Investing Congress. Mr. Cooperman assumes the U.S. will remain in a slow growth environment, and will not go back into a recession. Cooperman cited Warren Buffett and Jeff Immelt of GE (NYSE: GE), who said the same thing, that the U.S....

Alexander Roepers, of Atlantic Investment Management, is speaking at the Value Investing Congress he says that there is a lot potential for takeovers and activism, as valuations have become very depressed. Balance sheets are very strong caused by the stress of 2008. There are huge pools of...

Timothy Hartch of Brown Brothers Harriman is speaking at the Value Investing Congress, and he is talking about valuing a business, and the wide range of values different buyers give different businesses. Hartch said to approach valuations with some humility, as it is always an estimate; there will...

David Einhorn of Greenlight Capital spoke at the Value Investing Congress earlier and he was negative on Green Mountain Coffee Roasters (NASDAQ: GMCR). He believes that Green Mountain is much more likely to earn $3.50 per share, as opposed to $9 per share that the bull case is based on. The...

Jim Chanos of Kynikos Associates, is speaking at the Value Investing Congress, and he is talking about value traps and how to identify them. Some of the ways to spot value traps are that the company appears to be using management metrics, not conventional metrics. It could have marquis or famous...

Green Mountain Coffee (NASDAQ: GMCR) is struggling this afternoon after David Einhorn, the legendary hedge fund manager behind Greenlight Capital, shared his thoughts on the coffee maker at the Value Investing Congress. Einhorn has numerous issues with the K-Cup maker, but his biggest complaint...