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Conferences

2025 Capstone Student Investment Conference

Capstone Student Investment Conference Full PDF Coverage: Cook & Bynum, Vulcan Value, Bob Robotti, Balyasny, Horizon Kinetics & More

Altria Stephen Schurr

Balyasny’s Stephen Schurr at CSIC: These Three Popular Shorts Are Better Longs

AmaWaterways

Capstone Student Investment Conference – L Catterton: Investable Themes in Private Equity

Recession C.T. Fitzpatrick

Vulcan Value’s C.T. Fitzpatrick at CISC: Why It’s Good to ‘Muddle Along’

Rules of the road

Mastering Investment Decisions: Carter Copeland Of CAE At CSIC

Upside vs downside

Django Davidson Of Hoskings Partners At CSIC: A Contrarian and Diversified Approach to Value Investing

World needs more met coal Geosphere Capital

When Most Have Left Coal for Dead, Geosphere Capital Is Bullish

CCI at Historic Low Forward Valuations

Richard Cook Of “Cook & Bynum” Likes This EM Based Coca-Cola Bottler

Kosmos Energy Stan Majcher

Stan Majcher Of Hotchkis & Wiley At CSIC Conference: How to Stack Odds In Your Favor

American Express vs Lloyds

Dan O’Keefe of Artisan Partners At Capstone Conference: Why Value and Growth Both Matter

Technology Cap Ex

Horizon Kinetics: How Value Investors Can Tap into the AI Theme Without Sacrificing Value

FPH Summary Financials Value Traps

Bob Robotti: How Value Traps Can Make Great Investments — If You Invest with Care!

Sohn London Investment Conference 2024

2024 Sohn London Conference In-Depth Report: Top Ideas From North Rock, White Creek, Bluebox, Lancaster, High Ground , Gatemore, Carson Block And More

2024 Sohn London Conference Best Ideas

2024 Sohn London Conference: Here Are Some Of the Best Ideas

2024 Sohn London Conference Mikhail Zverev - Amati Global

2024 Sohn London Conference: Amati Global Says There Is A Lot To Like About This Veteran Life Sciences Company

2024 Sohn London Conference Liad Meidar - Gatemore

2024 Sohn London Conference: Director At Third Point Investors Pitches This UK Data Company’s Turn-Around

2024 Sohn London Conference Stephen Shields - North Rock

2024 Sohn London Conference: North Rock Capital Shares Long Thesis For This Packing Company [In-Depth]

2024 Sohn London Conference Edgar Allen - High Ground

2024 Sohn London Conference: High Ground Says Short This Cargo Airline

2024 Sohn London Conference James Hanbury - Lancaster

2024 Sohn London Conference: Lancaster Capital Recommends This Fallen Gaming Star In Compelling Pitch

2024 Sohn London Conference Thiago Mordehachvili - Granular

2024 Sohn London Conference: Granular Capital Likes This Offshore Oil Rig Leader

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