VALUEXVAIL CONFERENCE Presentations from Previous Conferences All 2024 2023 2022 2021 2019 2018 2017 2016 2015 2014 2013 2012 2011 Reinvestment Moats 2017 Let’s get creative! 2017 Nelnet 2017 Mori – Becle S.A. (Cuervo) 2017 Finding Value Off The Beaten Path 2017 Ferris – Mania Immersion Therapy 2017 Livadas – Upslope Capital Management: Investment Strategy 2017 LINDBLAD Expeditions (LIND and LINDW) 2017 Jordan Capital AM 2017 CommerceHub (CHUBA and CHUBK) 2017 Bollore SA – Evan Tindell 2017 Black Bear 2017 Rishi Gosalia presentation 2016 Firebird Value Fund presentation 2016 Carnegie Investment Counsel presentation 2016 Boingo Wireless Presentation 2016 Vailshire Capital Management Presentation 2016 Charles Schwab Capital Presentation 2016 Carro-Kan Capital Presentation 2016 Mindset Capital Presentation 2016 Burr Capital Presentation 2016 Yazvinski JCP Keytronic Presentation 2016 ITI Presentation 2016 Gensler Presentation 2016 The search for the next Wells Fargo – Porter Presentation 2015 Opportunity in Real Estate 2015 ENOC – ValueX Vail 2015 Greenhaven Road ValueX Halogen Software FINAL 2015 Broyhill – Moats, Whales, Sharks & Remoras 2015 CHEF valuex vail 2015 public 2015 Group 1 Automotive 2015 LBRDK Presentation 2015 RR LN Mind the Gap 2015 Maran VALUExVail 2015 Presentation 2015 VAIL X Value Presentation HGG 2015 Quantitative Float Analysis 2015 VALUEx BRS Final 2015 VISA Presentaion by Matt Griffith 2014 NVIDIA Presentation by Crescat 2014 Close End Funds – A Unique Opportunity by Essential Investments Partners 2014 Blucora by Adib Motiwala 2014 Forest Oil (FST) by Christopher Karlin 2014 HEALTHSOUTH by Laughing Water Capital 2014 Black Diamond Equipment by Van Wombwell 2014 QR Energy Value Play or Value Trap? by Thomas A “Tomas” Stone 2014 Lancashire Holdings Limited by Greg Porter 2014 CIR by Robert Mori 2013 Redwood Trust by Patrick Brennan 2013 World Wrestling Entertainment by MS 2013 SEC Filing and Three-Card Monte by Michelle Leder 2013 Investment Idea: Acacia Research Corp (ACTG) by Luis Ahumada 2013 Crescat Capital by Kevin Smith 2013 Spin Off Research by Joe Cornell 2013 ACATIS – A short update on Europe + 3 stock recommendations by Hendrik Leber 2013 Pennypack Capital by Guowei Zhang 2013 Engility Corp by Evan Tindell 2013 A Search for Advantaged Value Investments by Ethan Berg 2013 Value Investing with Options by Erik Kobayashi Solomon 2013 An impending discount to liquid NAV + big upside potential by Dan Ferris 2013 Chimera Investment Corp. (CIM) 2013 Previous 123 Next Value Investing in a Quant Driven World 2024 Expedia 2024 Advance Auto Parts (NYSE:AAP) 2024 Tesla 2024 Porsche SE 2024 Biopharma Investing Considerations 2024 FIGS – The Lululelmon Of Scrubs 2024 Charter Communication 2024 Petershill Partners (PHLL) 2024 Liberty SiriusXM Group 2024 Watches Of Switzerland Group 2024 EYE – How Well Can You See? 2024 The Transformation of Consol Energy (CEIX) 2024 Akamai Technologies (AKAM) 2024 Wendel Group (MF FP) 2024 The Paradox of the Value Trap 2024 Creativity in Short Selling 2023 Filter Feeders & Destructive Mental Models 2023 Inside Arbitrage 2023 Molina Healthcare (MOH) 2023 O-I GLASS (OI) 2023 HCA Healthcare (HCA) 2022 Phillip Morris International (PM) 2022 Darling Ingredients (DAR) 2022 Fairfax India (FIH.U and FFXDF) 2022 Green Brick Partners (GRBK) 2022 LM Ericsson (ERIC) 2021 Houghton Mifflin Harcourt (HMHC) 2021 Thoughts on Investment Hygiene for VALUEx Vail 2021 Where Creative Ideas & Investors Collide 2021 Credit Markets Today 2021 Foot Locker Inc. (FL) 2021 Foreclosure Auction RE Investing 2021 Jiumaojiu Group 2021 Nielsen Holdings (NLSN) 2021 Qualcomm (QCOM) 2021 Spotify Technology SA (SPOT) 2019 TOBII AB 2019 YumChina 2019 Peak Car 2019 Target Hospitality (TH) 2019 Synchrony Financial (SYF) 2019 Risks & Opportunities in the Battery Supply Chain 2019 Grubhub 2019 BSTC 2019 Airlines: Valuation Suffering from Shiny Object Syndrome 2019 Hill International 2019 Hanes Brands 2018 Radisson Hotel Group (RADH) 2018 Micron 2018 Trinity Place Holdings (TPHS) 2018 Flywheel Models 2018 ETF 2018 Starbucks 2018 Kinder Morgan 2018 Rimini Street 2018 Walt Disney Co (DIS) 2018 Retail: Finding Jean Baptiste de Marbot 2017 TripAdvisor 2017 Laughing Water Capital 2017 Reinvestment Moats 2017 Let’s get creative! 2017 Nelnet 2017 Mori – Becle S.A. (Cuervo) 2017 Finding Value Off The Beaten Path 2017 Ferris – Mania Immersion Therapy 2017 Livadas – Upslope Capital Management: Investment Strategy 2017 LINDBLAD Expeditions (LIND and LINDW) 2017 Jordan Capital AM 2017 CommerceHub (CHUBA and CHUBK) 2017 Bollore SA – Evan Tindell 2017 Black Bear 2017 Rishi Gosalia presentation 2016 Firebird Value Fund presentation 2016 Carnegie Investment Counsel presentation 2016 Boingo Wireless Presentation 2016 Vailshire Capital Management Presentation 2016 Charles Schwab Capital Presentation 2016 Carro-Kan Capital Presentation 2016 Mindset Capital Presentation 2016 Burr Capital Presentation 2016 Yazvinski JCP Keytronic Presentation 2016 ITI Presentation 2016 Gensler Presentation 2016 The search for the next Wells Fargo – Porter Presentation 2015 Opportunity in Real Estate 2015 ENOC – ValueX Vail 2015 Greenhaven Road ValueX Halogen Software FINAL 2015 Broyhill – Moats, Whales, Sharks & Remoras 2015 CHEF valuex vail 2015 public 2015 Group 1 Automotive 2015 LBRDK Presentation 2015 RR LN Mind the Gap 2015 Maran VALUExVail 2015 Presentation 2015 VAIL X Value Presentation HGG 2015 Quantitative Float Analysis 2015 VALUEx BRS Final 2015 VISA Presentaion by Matt Griffith 2014 NVIDIA Presentation by Crescat 2014 Close End Funds – A Unique Opportunity by Essential Investments Partners 2014 Blucora by Adib Motiwala 2014 Forest Oil (FST) by Christopher Karlin 2014 HEALTHSOUTH by Laughing Water Capital 2014 Black Diamond Equipment by Van Wombwell 2014 QR Energy Value Play or Value Trap? by Thomas A “Tomas” Stone 2014 Lancashire Holdings Limited by Greg Porter 2014 CIR by Robert Mori 2013 Redwood Trust by Patrick Brennan 2013 World Wrestling Entertainment by MS 2013 SEC Filing and Three-Card Monte by Michelle Leder 2013 Investment Idea: Acacia Research Corp (ACTG) by Luis Ahumada 2013 Crescat Capital by Kevin Smith 2013 Spin Off Research by Joe Cornell 2013 ACATIS – A short update on Europe + 3 stock recommendations by Hendrik Leber 2013 Pennypack Capital by Guowei Zhang 2013 Engility Corp by Evan Tindell 2013 A Search for Advantaged Value Investments by Ethan Berg 2013 Value Investing with Options by Erik Kobayashi Solomon 2013 An impending discount to liquid NAV + big upside potential by Dan Ferris 2013 Chimera Investment Corp. (CIM) 2013 Things to consider before shorting Canadian banks by Brian Bosse 2013 The American Home by Aaron Edelheit 2013 Value Investing From the Top-Down by JJ Abodeely 2012 Valuation takes Imagination by Barry Pasikov 2012 Hiding in Plain Site: Diving Deeply into SEC filings by Michelle Leder 2012 The Liberty Family’s Forgotten Child by Patrick Brennan 2012 Pacific Sunwear of California Fallen Angel by Shane Calhoun 2012 Bank of America by Kai Shih 2012 Greenlea Lane Capital – Private Investment Partnership by Josh Tarasoff 2012 Reminiscences of a Stock Operator by Jon Markman 2012 Breaking Up is Good To Do by Joe Cornell 2012 Your Personal Portfolio Manager by James Cornehlsen 2012 A Search for Global Values by James Chanos 2012 Acatis by Hendrik Leber 2012 Exporting North American Natural Gas by Greg Merrill 2012 Sell Short Con-Way (CNW) by Dan Amoss 2012 One man vs the World: Workflow Management for Investors by Alex Rubalcava 2012 Staples (SPLS) by Adrian Mak 2012 The Prince Henry Navigator I, II, and III by Prince Henry Group 2011 Social Networking by Sizhao Yang 2011 Shale Gas – A permanent leftward shift of the supply curve? by Brian Boss 2011 Value Trap: For-Profit Education by James Chanos 2011 Doral Financial Corp (DRL:NYSE) by Skip Olinger 2011 DRL 10-Q by Doral Financial Corp 2011 Bottom fishing in cyclicals by Dante Albertini 2011 Hidden In Plain View by Barry Pasikov 2011 B. Riley & Co. Presentation by Greg Garrabrants 2011 Short Selling In an Era of Socialized Credit Losses by Dan Amoss 2011 Greenlea Lane Capital by Josh Tarasoff 2011
