VALUEXVAIL CONFERENCEPresentations from Previous ConferencesAll2024202320222021201920182017201620152014201320122011Reinvestment Moats2017Let’s get creative!2017Nelnet2017Mori – Becle S.A. (Cuervo)2017Finding Value Off The Beaten Path2017Ferris – Mania Immersion Therapy2017Livadas – Upslope Capital Management: Investment Strategy2017LINDBLAD Expeditions (LIND and LINDW)2017Jordan Capital AM2017CommerceHub (CHUBA and CHUBK)2017Bollore SA – Evan Tindell2017Black Bear2017Rishi Gosalia presentation2016Firebird Value Fund presentation2016Carnegie Investment Counsel presentation2016Boingo Wireless Presentation2016Vailshire Capital Management Presentation2016Charles Schwab Capital Presentation2016Carro-Kan Capital Presentation2016Mindset Capital Presentation2016Burr Capital Presentation2016Yazvinski JCP Keytronic Presentation2016ITI Presentation2016Gensler Presentation2016The search for the next Wells Fargo – Porter Presentation2015Opportunity in Real Estate2015ENOC – ValueX Vail2015Greenhaven Road ValueX Halogen Software FINAL2015Broyhill – Moats, Whales, Sharks & Remoras2015CHEF valuex vail 2015 public2015Group 1 Automotive2015LBRDK Presentation2015RR LN Mind the Gap2015Maran VALUExVail 2015 Presentation2015VAIL X Value Presentation HGG2015Quantitative Float Analysis2015VALUEx BRS Final2015VISA Presentaion by Matt Griffith2014NVIDIA Presentation by Crescat2014Close End Funds – A Unique Opportunity by Essential Investments Partners2014Blucora by Adib Motiwala2014Forest Oil (FST) by Christopher Karlin2014HEALTHSOUTH by Laughing Water Capital2014Black Diamond Equipment by Van Wombwell2014QR Energy Value Play or Value Trap? by Thomas A “Tomas” Stone2014Lancashire Holdings Limited by Greg Porter2014CIR by Robert Mori2013Redwood Trust by Patrick Brennan2013World Wrestling Entertainment by MS2013SEC Filing and Three-Card Monte by Michelle Leder2013Investment Idea: Acacia Research Corp (ACTG) by Luis Ahumada2013Crescat Capital by Kevin Smith2013Spin Off Research by Joe Cornell2013ACATIS – A short update on Europe + 3 stock recommendations by Hendrik Leber2013Pennypack Capital by Guowei Zhang2013Engility Corp by Evan Tindell2013A Search for Advantaged Value Investments by Ethan Berg2013Value Investing with Options by Erik Kobayashi Solomon2013An impending discount to liquid NAV + big upside potential by Dan Ferris2013Chimera Investment Corp. (CIM)2013 Previous123NextValue Investing in a Quant Driven World2024Expedia2024Advance Auto Parts (NYSE:AAP)2024Tesla2024Porsche SE2024Biopharma Investing Considerations2024FIGS – The Lululelmon Of Scrubs2024Charter Communication2024Petershill Partners (PHLL)2024Liberty SiriusXM Group2024Watches Of Switzerland Group2024EYE – How Well Can You See?2024The Transformation of Consol Energy (CEIX)2024Akamai Technologies (AKAM)2024Wendel Group (MF FP)2024The Paradox of the Value Trap2024Creativity in Short Selling2023Filter Feeders & Destructive Mental Models2023Inside Arbitrage2023Molina Healthcare (MOH)2023O-I GLASS (OI)2023HCA Healthcare (HCA)2022Phillip Morris International (PM)2022Darling Ingredients (DAR)2022Fairfax India (FIH.U and FFXDF)2022Green Brick Partners (GRBK)2022LM Ericsson (ERIC)2021Houghton Mifflin Harcourt (HMHC)2021Thoughts on Investment Hygiene for VALUEx Vail2021Where Creative Ideas & Investors Collide2021Credit Markets Today2021Foot Locker Inc. (FL)2021Foreclosure Auction RE Investing2021Jiumaojiu Group2021Nielsen Holdings (NLSN)2021Qualcomm (QCOM)2021Spotify Technology SA (SPOT)2019TOBII AB2019YumChina2019Peak Car2019Target Hospitality (TH)2019Synchrony Financial (SYF)2019Risks & Opportunities in the Battery Supply Chain2019Grubhub2019BSTC2019Airlines: Valuation Suffering from Shiny Object Syndrome2019Hill International2019Hanes Brands2018Radisson Hotel Group (RADH)2018Micron2018Trinity Place Holdings (TPHS)2018Flywheel Models2018ETF2018Starbucks2018Kinder Morgan2018Rimini Street2018Walt Disney Co (DIS)2018Retail: Finding Jean Baptiste de Marbot2017TripAdvisor2017Laughing Water Capital2017Reinvestment Moats2017Let’s get creative!2017Nelnet2017Mori – Becle S.A. (Cuervo)2017Finding Value Off The Beaten Path2017Ferris – Mania Immersion Therapy2017Livadas – Upslope Capital Management: Investment Strategy2017LINDBLAD Expeditions (LIND and LINDW)2017Jordan Capital AM2017CommerceHub (CHUBA and CHUBK)2017Bollore SA – Evan Tindell2017Black Bear2017Rishi Gosalia presentation2016Firebird Value Fund presentation2016Carnegie Investment Counsel presentation2016Boingo Wireless Presentation2016Vailshire Capital Management Presentation2016Charles Schwab Capital Presentation2016Carro-Kan Capital Presentation2016Mindset Capital Presentation2016Burr Capital Presentation2016Yazvinski JCP Keytronic Presentation2016ITI Presentation2016Gensler Presentation2016The search for the next Wells Fargo – Porter Presentation2015Opportunity in Real Estate2015ENOC – ValueX Vail2015Greenhaven Road ValueX Halogen Software FINAL2015Broyhill – Moats, Whales, Sharks & Remoras2015CHEF valuex vail 2015 public2015Group 1 Automotive2015LBRDK Presentation2015RR LN Mind the Gap2015Maran VALUExVail 2015 Presentation2015VAIL X Value Presentation HGG2015Quantitative Float Analysis2015VALUEx BRS Final2015VISA Presentaion by Matt Griffith2014NVIDIA Presentation by Crescat2014Close End Funds – A Unique Opportunity by Essential Investments Partners2014Blucora by Adib Motiwala2014Forest Oil (FST) by Christopher Karlin2014HEALTHSOUTH by Laughing Water Capital2014Black Diamond Equipment by Van Wombwell2014QR Energy Value Play or Value Trap? by Thomas A “Tomas” Stone2014Lancashire Holdings Limited by Greg Porter2014CIR by Robert Mori2013Redwood Trust by Patrick Brennan2013World Wrestling Entertainment by MS2013SEC Filing and Three-Card Monte by Michelle Leder2013Investment Idea: Acacia Research Corp (ACTG) by Luis Ahumada2013Crescat Capital by Kevin Smith2013Spin Off Research by Joe Cornell2013ACATIS – A short update on Europe + 3 stock recommendations by Hendrik Leber2013Pennypack Capital by Guowei Zhang2013Engility Corp by Evan Tindell2013A Search for Advantaged Value Investments by Ethan Berg2013Value Investing with Options by Erik Kobayashi Solomon2013An impending discount to liquid NAV + big upside potential by Dan Ferris2013Chimera Investment Corp. (CIM)2013Things to consider before shorting Canadian banks by Brian Bosse2013The American Home by Aaron Edelheit2013Value Investing From the Top-Down by JJ Abodeely2012Valuation takes Imagination by Barry Pasikov2012Hiding in Plain Site: Diving Deeply into SEC filings by Michelle Leder2012The Liberty Family’s Forgotten Child by Patrick Brennan2012Pacific Sunwear of California Fallen Angel by Shane Calhoun2012Bank of America by Kai Shih2012Greenlea Lane Capital – Private Investment Partnership by Josh Tarasoff2012Reminiscences of a Stock Operator by Jon Markman2012Breaking Up is Good To Do by Joe Cornell2012Your Personal Portfolio Manager by James Cornehlsen2012A Search for Global Values by James Chanos2012Acatis by Hendrik Leber2012Exporting North American Natural Gas by Greg Merrill2012Sell Short Con-Way (CNW) by Dan Amoss2012One man vs the World: Workflow Management for Investors by Alex Rubalcava2012Staples (SPLS) by Adrian Mak2012The Prince Henry Navigator I, II, and III by Prince Henry Group2011Social Networking by Sizhao Yang2011Shale Gas – A permanent leftward shift of the supply curve? by Brian Boss2011Value Trap: For-Profit Education by James Chanos2011Doral Financial Corp (DRL:NYSE) by Skip Olinger2011DRL 10-Q by Doral Financial Corp2011Bottom fishing in cyclicals by Dante Albertini2011Hidden In Plain View by Barry Pasikov2011B. Riley & Co. Presentation by Greg Garrabrants2011Short Selling In an Era of Socialized Credit Losses by Dan Amoss2011Greenlea Lane Capital by Josh Tarasoff2011
