Conferences, Pitches & Presentations

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Activist Campaigns

ADP - Pershing Square
ADP Ascending Activist Campaign
September 2017: Pershing Square ADP Slide Deck

 

PA - Trian Partners
September 2017: Trian Partners: Revitalize P&G Together Presentation
July 2017: Trian Partners Procter & Gamble Slide Deck


September 2017: Paulson & Co: Gold Equities: Myths, Dreams and Reality
 

Annual Value Investor Conference

Transcripts and presentation: Annual Value Investor Conference
2017: Bob Robotti: Making America Great Again One House At A Time (BLDR)
2017: Robert Vinall: Identifying Managers with Talent and Integrity
2016: Aswath Damodaran: Price or Value? What's your game?
2015: Thomas Russo: Capacity to Suffer, Global Value Investing 

 

 

Various Pitches

2017: Saber Capital: Tencent's Wide Moat (2017)
2014: How Hertz Became the Perfect Contrarian Short in 2014
2015: Jim Chanos: Presentation on Energy Sector (Grant's Conference)
2012: Amazon Pitch by Josh Tarasoff (Greenlea Lane Capital) at VALUEx Vail 2012

 

Sohn Conference 2017

Howard Hughes Corp. (HHC) Pitch at Ira Sohn 2017 (Bill Ackman, Pershing Square) 
Pitch contest:
Long EBAY pitch
Short ENR pitch
Long NYRT pitch

 

Sohn Conference 2016

"Endgame" - Presentation at Ira Sohn Conference 2016
"Endgame" - Presentation at Ira Sohn Conference 2016 (Transcript)

Pitch contest:
Short DXCM pitch
Long UHAL pitch
Long EXOR IM pitch
Short DPZ pitch