When speaking at the recent Grant’s Spring Conference at the Plaza in New York, Mitch Cantor, presented three long ideas. More on the Grant’s Spring Conference: David Einhorn Talks ZIRP, AerCap, John Bush, And More At Grant’s Conference. Established in 2001 by Cantor, Mountain Lake provides investment management services to a private pooled investment fund, with a value slant. Mitch Cantor started off by telling the Grant’s audience that cash currently accounts for 62.8% of his portfolio, the highest level in six years. The previous peak was 54%, 15 days before Lehman Brothers filed for bankruptcy protection. While it’s clear that Mitch Cantor…
Mitch Cantor Explains 63% Cash Holding; Favorite Stocks
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