Notes From Sohn London Investment Conference 2012

source: http://www.marketfolly.com/

Notes From Great Investors’ Best Ideas Conference 2012

Notes From Great Investors’ Best Ideas Conference

David Einhorn (Greenlight Capital): Short Iron Ore

Kyle Bass (Hayman Capital) on SuperMedia debt & Japan

Lee Cooperman’s Macro Outlook & 3 Stock Ideas (Omega Advisors)

Clint Carlson’s 2 Investment Pitches (Carlson Capital)

Boone Pickens on Natural Gas & His 2 Stock Picks (BP Capital)

Mick McGuire (Marcato Capital Management) on Cincinnati Bell, Corrections Corp & NCR

Susan Byrne’s Investment Outlook: Case for Kapstone Paper & Media Nusantara

Rusty Rose (Cardinal Investment Company): Avoid Major Banks

Source: http://www.marketfolly.com/