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Thursday, November 10, 2011 - 1:01pm
Is Einhorn Squeezing His Short To the Last Drop?
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...
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Wednesday, October 26, 2011 - 12:41pm
Whitney Tilson on Why He's Long Netflix
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...
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Monday, October 24, 2011 - 2:00pm
As The World Turns: Green Mountain is a Soap Opera
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...
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Friday, October 21, 2011 - 12:35pm
Is David Einhorn Piping Hot or Ice Cold on Green Mountain?
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...
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Wednesday, October 19, 2011 - 3:22pm
The Best of the Best From the Value Investing Congress
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...
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Tuesday, October 18, 2011 - 2:38pm
T2 Partners: Berkshire Hathaway Cheapest it's Been in 13 Years
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...
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Tuesday, October 18, 2011 - 1:49pm
Boykin Curry: Why Goldman is Worth $150 Per Share
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...
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Tuesday, October 18, 2011 - 12:01pm
Scout Capital Management's Ideas at the Value Investing Congress
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...
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Tuesday, October 18, 2011 - 10:32am
Bernard Horn: Finding Value Spanning the Globe
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...
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Tuesday, October 18, 2011 - 9:40am
Leon Cooperman's Top Ideas
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....
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