Value Investing Congress Presentations 2013VW Staff
Value Investing Congress Presentations for the Las Vegas 2013 conference can be found below. Earlier we brought you coverage of the event. Readers can find all the speaker notes here. Today, we will be covering the Ira Sohn Conference as well as SALT. At the Value Investing Congress approximately 20 speakers gave their favorite pitches. Some spoke about domestic investments, others about opportunities in countries including, Korea, Mongolia, Israel, Kazakhstan,
Value Investing Congress Presentations
Whitney Tilson the organizer of the conference had an interesting presentation in which he pitched Spark Networks Inc (NYSEMKT:LOV) as the next Netflix Inc. (NASDAQ:NFLX). Below are a few lines from the presentation followed by every presentation in scribd.
This is an incredible business: addressing a huge and growing market, few competitors, winner-take-most dynamics, negative working capital, customers pay up front (no bad debt), no customer concentration, no inventory, not economically sensitive