Chris Mittleman: Applying a Private Equity Mentality to Stocks

HFA Padded
HFA Staff
Published on
Updated on

Chris Mittleman presenting: “Applying a Private Equity Mentality to Public Equity Investing” at the 8th Annual Value Investing Congress.

Chris Mittleman: Applying a Private Equity Mentality to Stocks

Chris Mittleman of Mittleman Brothers will be presenting: Applying a Private Equity Mentality to Public Equity Investing at Value Investing Congress.

Chris Mittleman is Managing Partner & Chief Investment Officer for Mittleman Brothers, LLC and its subsidiaries. Mittleman Brothers is a value-oriented SEC-registered investment advisory firm, managing concentrated, global equity portfolios for high net worth and institutional investors.

Click here to see all Value Investing Congress Live Coverage

Additionally, we are offering a special two-day only 50% off discount on registrations for the Value Investing Congress taking place in September for all ValueWalk readers.

Regular Price: $4,695

Two-Day Special – 50% off: $2,345

Expiration: Tuesday, May 7, 2013 Midnight

Code: N13VW


Chris Mittleman Live Coverage

5:00 PM EST Chriss Mittleman starts his presentation, says he embraces leverage. He uses the private equity mentality.

5:05 PM: Mittleman likes Revlon Inc (NYSE:REV), says that the CEO Alan Ennis has accomplished a great turnaround.

5:08 PM: Mittleman calls Revlon Inc (NYSE:REV)’s business model, recession proof. The fashion brand draws 22 percent of its revenue from Wal-Mart Stores, Inc. (NYSE:WMT).

5:11 Mittleman says that 76 percent of REV’s shares are owned by Ron Perelman, Chairman of the Board. Considers REV cheap due to Perelman’s stake.

5:15: Revlon Inc (NYSE:REV) can be acquired by Unilever plc (NYSE:UL) or The Procter & Gamble Company (NYSE:PG).

5:25 Mittleman presents next long idea, Carmike Cinemas, Inc. (NASDAQ:CKEC).

Mittleman is finished with his presentation.

HFA Padded

The post above is drafted by the collaboration of the Hedge Fund Alpha Team.

Leave a Comment