Presentations – VALUEx Vail

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VALUEXVAIL CONFERENCE

Presentations from Previous Conferences

Creativity in Short Selling - ValueXVail 2023

Creativity in Short Selling

2023

Filter Feeders & Destructive Mental Models - ValueXVail 2023

Filter Feeders & Destructive Mental Models

2023

Inside Arbitrage - ValueXVail 2023

Inside Arbitrage

2023

Molina Healthcare (MOH) - ValueXVail 2023

Molina Healthcare (MOH)

2023

O-I GLASS (OI) - ValueXVail 2023

O-I GLASS (OI)

2023

HCA Healthcare (HCA) - ValueXVail 2022

HCA Healthcare (HCA)

2022

Phillip Morris International (PM) - ValueXVail 2022

Phillip Morris International (PM)

2022

Darling Ingredients (DAR) - ValueXVail 2022

Darling Ingredients (DAR)

2022

Fairfax India (FIH.U and FFXDF) - ValueXVail 2022

Fairfax India (FIH.U and FFXDF)

2022

Green Brick Partners (GRBK) - ValueXVail 2022

Green Brick Partners (GRBK)

2022

LM Ericsson (ERIC) - ValueXVail 2021

LM Ericsson (ERIC)

2021

Houghton Mifflin Harcourt (HMHC) - ValueXVail 2021

Houghton Mifflin Harcourt (HMHC)

2021

Thoughts on Investment Hygiene for VALUEx Vail - ValueXVail 2021

Thoughts on Investment Hygiene for VALUEx Vail

2021

Where Creative Ideas & Investors Collide - ValueXVail 2021

Where Creative Ideas & Investors Collide

2021

Credit Markets Today - ValueXVail 2021

Credit Markets Today

2021

Foot Locker Inc. (FL) - ValueXVail 2021

Foot Locker Inc. (FL)

2021

Foreclosure Auction RE Investing - ValueXVail 2021

Foreclosure Auction RE Investing

2021

Jiumaojiu Group - ValueXVail 2021

Jiumaojiu Group

2021

Nielsen Holdings (NLSN) - ValueXVail 2021

Nielsen Holdings (NLSN)

2021

Qualcomm (QCOM) - ValueXVail 2021

Qualcomm (QCOM)

2021

Spotify Technology SA (SPOT) - ValueXVail 2019

Spotify Technology SA (SPOT)

2019

TOBII AB - ValueXVail 2019

TOBII AB

2019

YumChina - ValueXVail 2019

YumChina

2019

Peak Car - ValueXVail 2019

Peak Car

2019

Target Hospitality (TH) - ValueXVail 2019

Target Hospitality (TH)

2019

Synchrony Financial (SYF) - ValueXVail 2019

Synchrony Financial (SYF)

2019

Risks & Opportunities in the Battery Supply Chain - ValueXVail 2019

Risks & Opportunities in the Battery Supply Chain

2019

Grubhub - ValueXVail 2019

Grubhub

2019

BSTC - ValueXVail 2019

BSTC

2019

Airlines: Valuation Suffering from Shiny Object Syndrome - ValueXVail 2019

Airlines: Valuation Suffering from Shiny Object Syndrome

2019

Hill International - ValueXVail 2019

Hill International

2019

Hanes Brands - ValueXVail 2018

Hanes Brands

2018

Radisson Hotel Group (RADH) - ValueXVail 2018

Radisson Hotel Group (RADH)

2018

Micron - ValueXVail 2018

Micron

2018

Trinity Place Holdings (TPHS) - ValueXVail 2018

Trinity Place Holdings (TPHS)

2018

Flywheel Models - ValueXVail 2018

Flywheel Models

2018

ETF - ValueXVail 2018

ETF

2018

Starbucks - ValueXVail 2018

Starbucks

2018

Kinder Morgan - ValueXVail 2018

Kinder Morgan

2018

Rimini Street - ValueXVail 2018

Rimini Street

2018

Walt Disney Co (DIS) - ValueXVail 2018

Walt Disney Co (DIS)

2018

Retail: Finding Jean Baptiste de Marbot - ValueXVail 2017

Retail: Finding Jean Baptiste de Marbot

2017

TripAdvisor - ValueXVail 2017

TripAdvisor

2017

Laughing Water Capital - ValueXVail 2017

Laughing Water Capital

2017

Reinvestment Moats - ValueXVail 2017

Reinvestment Moats

2017

Let's get creative! - ValueXVail 2017

Let’s get creative!

2017

Nelnet - ValueXVail 2017

Nelnet

2017

Mori – Becle S.A. (Cuervo) - ValueXVail 2017

Mori – Becle S.A. (Cuervo)

2017

Finding Value Off The Beaten Path - ValueXVail 2017

Finding Value Off The Beaten Path

2017

Ferris – Mania Immersion Therapy - ValueXVail 2017

Ferris – Mania Immersion Therapy

2017

Livadas – Upslope Capital Management: Investment Strategy - ValueXVail 2017

Livadas – Upslope Capital Management: Investment Strategy

2017

LINDBLAD Expeditions (LIND and LINDW) - ValueXVail 2017

LINDBLAD Expeditions (LIND and LINDW)

2017

Yazvinski JCP Keytronic Presentation - ValueXVail

Jordan Capital AM

2017

CommerceHub (CHUBA and CHUBK) - ValueXVail 2017

CommerceHub (CHUBA and CHUBK)

2017

Bollore SA – Evan Tindell - ValueXVail 2017

Bollore SA – Evan Tindell

2017

Black Bear - ValueXVail 2017

Black Bear

2017

Rishi Gosalia presentation - ValueXVail 2016

Rishi Gosalia presentation

2016

Firebird Value Fund presentation - ValueXVail 2016

Firebird Value Fund presentation

2016

Carnegie Investment Counsel presentation - ValueXVail 2016

Carnegie Investment Counsel presentation

2016

Boingo Wireless Presentation - ValueXVail 2016

Boingo Wireless Presentation

2016

12 3 Next

Creativity in Short Selling - ValueXVail 2023

Creativity in Short Selling

Filter Feeders & Destructive Mental Models - ValueXVail 2023

Filter Feeders & Destructive Mental Models

Inside Arbitrage - ValueXVail 2023

Inside Arbitrage

Molina Healthcare (MOH) - ValueXVail 2023

Molina Healthcare (MOH)

O-I GLASS (OI) - ValueXVail 2023

O-I GLASS (OI)

HCA Healthcare (HCA) - ValueXVail 2022

HCA Healthcare (HCA)

Phillip Morris International (PM) - ValueXVail 2022

Phillip Morris International (PM)

Darling Ingredients (DAR) - ValueXVail 2022

Darling Ingredients (DAR)

Fairfax India (FIH.U and FFXDF) - ValueXVail 2022

Fairfax India (FIH.U and FFXDF)

Green Brick Partners (GRBK) - ValueXVail 2022

Green Brick Partners (GRBK)

LM Ericsson (ERIC) - ValueXVail 2021

LM Ericsson (ERIC)

Houghton Mifflin Harcourt (HMHC) - ValueXVail 2021

Houghton Mifflin Harcourt (HMHC)

Thoughts on Investment Hygiene for VALUEx Vail - ValueXVail 2021

Thoughts on Investment Hygiene for VALUEx Vail

Where Creative Ideas & Investors Collide - ValueXVail 2021

Where Creative Ideas & Investors Collide

Credit Markets Today - ValueXVail 2021

Credit Markets Today

Foot Locker Inc. (FL) - ValueXVail 2021

Foot Locker Inc. (FL)

Foreclosure Auction RE Investing - ValueXVail 2021

Foreclosure Auction RE Investing

Jiumaojiu Group - ValueXVail 2021

Jiumaojiu Group

Nielsen Holdings (NLSN) - ValueXVail 2021

Nielsen Holdings (NLSN)

Qualcomm (QCOM) - ValueXVail 2021

Qualcomm (QCOM)

Spotify Technology SA (SPOT) - ValueXVail 2019

Spotify Technology SA (SPOT)

TOBII AB - ValueXVail 2019

TOBII AB

YumChina - ValueXVail 2019

YumChina

Peak Car - ValueXVail 2019

Peak Car

Target Hospitality (TH) - ValueXVail 2019

Target Hospitality (TH)

Synchrony Financial (SYF) - ValueXVail 2019

Synchrony Financial (SYF)

Risks & Opportunities in the Battery Supply Chain - ValueXVail 2019

Risks & Opportunities in the Battery Supply Chain

Grubhub - ValueXVail 2019

Grubhub

BSTC - ValueXVail 2019

BSTC

Airlines: Valuation Suffering from Shiny Object Syndrome - ValueXVail 2019

Airlines: Valuation Suffering from Shiny Object Syndrome

Hill International - ValueXVail 2019

Hill International

Hanes Brands - ValueXVail 2018

Hanes Brands

Radisson Hotel Group (RADH) - ValueXVail 2018

Radisson Hotel Group (RADH)

Micron - ValueXVail 2018

Micron

Trinity Place Holdings (TPHS) - ValueXVail 2018

Trinity Place Holdings (TPHS)

Flywheel Models - ValueXVail 2018

Flywheel Models

ETF - ValueXVail 2018

ETF

Starbucks - ValueXVail 2018

Starbucks

Kinder Morgan - ValueXVail 2018

Kinder Morgan

Rimini Street - ValueXVail 2018

Rimini Street

Walt Disney Co (DIS) - ValueXVail 2018

Walt Disney Co (DIS)

Retail: Finding Jean Baptiste de Marbot - ValueXVail 2017

Retail: Finding Jean Baptiste de Marbot

TripAdvisor - ValueXVail 2017

TripAdvisor

Laughing Water Capital - ValueXVail 2017

Laughing Water Capital

Reinvestment Moats - ValueXVail 2017

Reinvestment Moats

Let's get creative! - ValueXVail 2017

Let’s get creative!

Nelnet - ValueXVail 2017

Nelnet

Mori – Becle S.A. (Cuervo) - ValueXVail 2017

Mori – Becle S.A. (Cuervo)

Finding Value Off The Beaten Path - ValueXVail 2017

Finding Value Off The Beaten Path

Ferris – Mania Immersion Therapy - ValueXVail 2017

Ferris – Mania Immersion Therapy

Livadas – Upslope Capital Management: Investment Strategy - ValueXVail 2017

Livadas – Upslope Capital Management: Investment Strategy

LINDBLAD Expeditions (LIND and LINDW) - ValueXVail 2017

LINDBLAD Expeditions (LIND and LINDW)

Yazvinski JCP Keytronic Presentation - ValueXVail

Jordan Capital AM

CommerceHub (CHUBA and CHUBK) - ValueXVail 2017

CommerceHub (CHUBA and CHUBK)

Bollore SA – Evan Tindell - ValueXVail 2017

Bollore SA – Evan Tindell

Black Bear - ValueXVail 2017

Black Bear

Rishi Gosalia presentation - ValueXVail 2016

Rishi Gosalia presentation

Firebird Value Fund presentation - ValueXVail 2016

Firebird Value Fund presentation

Carnegie Investment Counsel presentation - ValueXVail 2016

Carnegie Investment Counsel presentation

Boingo Wireless Presentation - ValueXVail 2016

Boingo Wireless Presentation

Vailshire Capital Management Presentation - ValueXVail 2016

Vailshire Capital Management Presentation

Charles Schwab Capital Presentation - ValueXVail 2016

Charles Schwab Capital Presentation

Carro-Kan Capital Presentation - ValueXVail 2016

Carro-Kan Capital Presentation

Mindset Capital Presentation - ValueXVail 2016

Mindset Capital Presentation

Burr Capital Presentation - ValueXVail 2016

Burr Capital Presentation

Yazvinski JCP Keytronic Presentation - ValueXVail

Yazvinski JCP Keytronic Presentation

ITI Presentation - ValueXVail 2016

ITI Presentation

Gensler Presentation - ValueXVail 2016

Gensler Presentation

The search for the next Wells Fargo - Porter Presentation – ValueXVail 2015

The search for the next Wells Fargo – Porter Presentation

Opportunity in Real Estate - ValueXVail 2015

Opportunity in Real Estate

ENOC – ValueX Vail 2015

ENOC – ValueX Vail

Greenhaven Road ValueX Halogen Software FINAL - ValueXVail 2015

Greenhaven Road ValueX Halogen Software FINAL

Broyhill – Moats, Whales, Sharks & Remoras - ValueXVail 2015

Broyhill – Moats, Whales, Sharks & Remoras

CHEF ValueXVail 2015 public

CHEF valuex vail 2015 public

Group 1 Automotive - ValuexVail 2015

Group 1 Automotive

LBRDK Presentation - ValueXVail 2015

LBRDK Presentation

RR LN Mind the Gap - ValueXVail 2015

RR LN Mind the Gap

Maran VALUExVail 2015 Presentation

Maran VALUExVail 2015 Presentation

VAIL X Value Presentation HGG - ValueXVail 2015

VAIL X Value Presentation HGG

Quantitative Float Analysis - ValueXVail 2015

Quantitative Float Analysis

VALUEx BRS Final - ValueXVail 2015

VALUEx BRS Final

VISA Presentaion by Matt Griffith - ValueXVail 2014

VISA Presentaion by Matt Griffith

NVIDIA Presentation by Crescat - ValueXVail 2014

NVIDIA Presentation by Crescat

Close End Funds – A Unique Opportunity by Essential Investments Partners - ValueXVail 2014

Close End Funds – A Unique Opportunity by Essential Investments Partners

Blucora by Adib Motiwala - ValueXVail 2014

Blucora by Adib Motiwala

Forest Oil (FST) by Christopher Karlin - ValueXVail - 2014

Forest Oil (FST) by Christopher Karlin

HEALTHSOUTH by Laughing Water Capital - ValueXVail 2014

HEALTHSOUTH by Laughing Water Capital

Black Diamond Equipment by Van Wombwell - ValueXVail 2014

Black Diamond Equipment by Van Wombwell

QR Energy Value Play or Value Trap? by Thomas A "Tomas" Stone - ValueXVail 2014

QR Energy Value Play or Value Trap? by Thomas A “Tomas” Stone

Lancashire Holdings Limited by Greg Porter - ValueX 2014

Lancashire Holdings Limited by Greg Porter

CIR by Robert Mori - ValueXVail 2013

CIR by Robert Mori

Redwood Trust by Patrick Brennan - ValueXVail 2013

Redwood Trust by Patrick Brennan

World Wrestling Entertainment by MS - ValueXVail 2013

World Wrestling Entertainment by MS

SEC Filing and Three-Card Monte by Michelle Leder - ValueXVail 2013

SEC Filing and Three-Card Monte by Michelle Leder

Investment Idea: Acacia Research Corp (ACTG) by Luis Ahumada - ValueXVail 2013

Investment Idea: Acacia Research Corp (ACTG) by Luis Ahumada

ValueXVail 2013 - Crescat Capital by Kevin Smith

Crescat Capital by Kevin Smith

ValueXVail 2013 - Spin Off Research by Joe Cornell

Spin Off Research by Joe Cornell

ValueXVail 2013 - ACATIS – A short update on Europe + 3 stock recommendations by Hendrik Leber

ACATIS – A short update on Europe + 3 stock recommendations by Hendrik Leber

ValueXVail 2013 - Pennypack Capital by Guowei Zhang

Pennypack Capital by Guowei Zhang

ValueXVail 2013 - Engility Corp by Evan Tindell

Engility Corp by Evan Tindell

ValueXVail 2013 - A Search for Advantaged Value Investments by Ethan Berg

A Search for Advantaged Value Investments by Ethan Berg

ValueXVail 2013 - Value Investing with Options by Erik Kobayashi Solomon

Value Investing with Options by Erik Kobayashi Solomon

ValueXVail 2013 - An impending discount to liquid NAV + big upside potential by Dan Ferris

An impending discount to liquid NAV + big upside potential by Dan Ferris

ValueXVail 2013 - Chimera Investment Corp. (CIM) by Chris Karlin

Chimera Investment Corp. (CIM)

ValueXVail 2013 - Things to consider before shorting Canadian banks by Brian Bosse

Things to consider before shorting Canadian banks by Brian Bosse

2013 ValueXVail - The American Home by Aaron Edelheit

The American Home by Aaron Edelheit

Value Investing From the Top-Down by JJ Abodeely

Value Investing From the Top-Down by JJ Abodeely

Valuation takes Imagination by Barry Pasikov

Valuation takes Imagination by Barry Pasikov

Hiding in Plain Site: Diving Deeply into SEC filings by Michelle Leder

Hiding in Plain Site: Diving Deeply into SEC filings by Michelle Leder

The Liberty Family’s Forgotten Child by Patrick Brennan

The Liberty Family’s Forgotten Child by Patrick Brennan

Pacific Sunwear of California Fallen Angel by Shane Calhoun

Pacific Sunwear of California Fallen Angel by Shane Calhoun

Bank of America by Kai Shih

Bank of America by Kai Shih

Greenlea Lane Capital – Private Investment Partnership by Josh Tarasoff

Greenlea Lane Capital – Private Investment Partnership by Josh Tarasoff

Reminiscences of a Stock Operator by Jon Markman

Reminiscences of a Stock Operator by Jon Markman

Breaking Up is Good To Do by Joe Cornell

Breaking Up is Good To Do by Joe Cornell

Your Personal Portfolio Manager by James Cornehlsen

Your Personal Portfolio Manager by James Cornehlsen

The Prince Henry Navigator I, II, and III by Prince Henry Group

The Prince Henry Navigator I, II, and III by Prince Henry Group

Social Networking by Sizhao Yang

Social Networking by Sizhao Yang

Shale Gas – A permanent leftward shift of the supply curve? by Brian Boss

Shale Gas – A permanent leftward shift of the supply curve? by Brian Boss

Value Trap: For-Profit Education by James Chanos

Value Trap: For-Profit Education by James Chanos

Doral Financial Corp (DRL:NYSE) by Skip Olinger

Doral Financial Corp (DRL:NYSE) by Skip Olinger

DRL 10-Q by Doral Financial Corp

DRL 10-Q by Doral Financial Corp

Bottom fishing in cyclicals by Dante Albertini

Bottom fishing in cyclicals by Dante Albertini

Hidden In Plain View by Barry Pasikov

Hidden In Plain View by Barry Pasikov

B. Riley & Co. Presentation by Greg Garrabrants

B. Riley & Co. Presentation by Greg Garrabrants

Short Selling In an Era of Socialized Credit Losses by Dan Amoss

Short Selling In an Era of Socialized Credit Losses by Dan Amoss

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