Value Investing Congress Blog

Whitney Tilson and Glenn Tongue, co-portfolio managers of T2 Partners, presented on November 29, 2007 at the 3rd Annual New York Value Investing Congress to a standing- room-only crowd at Rose Hall in the Time Warner Center. This link will take you to their presentation, which also argues that Berkshire Hathaway is somewhat undervalued but offers an immense margin of safety. To learn more, click on http://www.valueinvestingcongress.com/download/T2_VIC07.pdf.

The Value Investing Congress was a huge success. Many of you have told us that it was our best Congress yet. We would like to thank all of you who attended the Congress and invite you to share your thoughts with us by posting your comments to this blog entry.

Whitney Tilson and I started the Value Investing Congress three years ago to create a community of serious, committed value investors. Our experience has been that people who worship at the church of Graham, Dodd and Buffett are usually not only smart, but also generous. They like to share their ideas and learn from one another.

This blog is a natural extension of the learning and sharing that make each Value Investing Congress so useful and exhilarating. We aim to provide high quality content that will stimulate your thinking and give you new ideas to investigate.

If you’d like to submit a piece of 250-500 words to be considered for publication, send it to us at blog@ValueInvestingCongress.com .

Please check in regularly. And join us at the Value Investing Congress—the ideas and the relationships that come out of actively participating are priceless.
Warm regards,
John L. Schwartz, MD
Co-Founder
www.ValueInvestingCongress.com

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