Kyle Bass, Steve Romick, Steve Mandel & Sam Zell: Favorite Investments

Yesterday we posted notes from the Invest for Kids Conference. Today, we post the favorite ideas of some of the other famous speakers who attended the event. Below are their favorite investments (notes are from Charlie Bossart, an analyst at Grizzly Rock Capital).

Sam Zell – Equity Group Investments

Given the readily apparent headwinds in the current investment environment—fiscal cliff, European debt crisis, slowing growth in China, etc.—Zell would expect assets to be much cheaper than they currently are.  He notes that credit is cheap—but only to those that don’t need it.  Assets are artificially high...