Thursday, November 29, 2007

Headlines From Value Investing Congress

We had a correspondent at the Value Investing Congress today. Here are some the headlines with links to the articles at our main site:

3:36PM Second Curve Capital's Tom Brown Loves First Marblehead (FMD)
3:26PM Second Curve Capital's Tom Brown Thinks We May Be Near A Bottom
3:08PM - Steve Tananbaum, Investment Manager, Thinks Belo (BLC) Should Trade Higher
2:59PM - Steve Tananbaum, Investment Manager, Likes Liberty Global (LBTYA)
2:37PM - Resource America (REXI) Is the Latest Stock Pick At the Value Investing Congress
12:15PM Spencer Capital's Ken Shubin Stein Favorite Idea Is Winn-Dixie (WINN)
11:31 AM Mohnish Pabria--Further Update On Pinnacle Airlines (PNCL)
11:25AM Mohnish Pabrai Presented Why He Likes Pinnacle Airlines (PNCL)
10:20AM West Coast Asset Mgmt Present Its 50% Upside Idea--Noven Pharmaceuticals (NOVN)
10:17AM West Coast Asset Mgmt Present Its Best Idea--Noven Pharmaceuticals (NOVN)
9:50AM Further Update From Value Investing Congress On Lehman Brothers (LEH)
9:35AM Further Update From Greenlight's Einhorn On Lehman Brothers (LEH)
9:19AM David Einhorn of Greenlight Capital Negative On Lehman Brothers (LEH)
9:12AM David Einhorn Currently Speaking At Value Investor Congress Conference Today (LEH, BSC, MER)

Yesterday, while we didn't have a correspondent at the event, we noted a few headlines from Pershing Square's William Ackman, who was speaking at the event.

Ackman Calls Borders (BGP) Very Very Cheap
Ackman Said Target (TGT) Is Extraordinarily Cheap
Hedge Fund Manger Ackman Said Bond Insurers (ABK, MBI) Won't Make It



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