We are pleased to announce the final agenda for the London Value Investor Conference on 24th June 2026. 🗓️ 24 June 2026 | London | https://t.co/tGVkFOMZC2
Carson Block of Muddy Waters Research makes his debut at the Quality-Growth Investor Conference on 21 May in London.
Carson will be talking about the virtuous effects of passive investing, how market structure has pushed up the S&P — and how he thinks AI will disrupt this and potentially bring about another GFC.
His Fireside Chat and audience Q&A with Costas Mourselas of the Financial Times is titled: "It's All Fun and Games Until… AI"
@muddywatersre
🗓️ 21 May 2026 |📍London | 🔗 https://t.co/rN6i0WmBvA
Mario Gabelli and John W. Rogers Jr. are investing legends. Here’s what the two members of the Barron’s Roundtable had to say about the market and some of their favorite stocks at the Value Invest New York conference today. My story for @barronsonline. https://t.co/hcs7ysxft6
This morning, CEO & Portfolio Manager @Cole_Smead presented "Manias in American Capex Cycles" at the Value Invest New York 2026 conference hosted by @activemanagers. His presentation covered past investment bubbles coinciding with emerging technologies—and how those historical lessons shape our thinking today.
Heading to the Value Investing New York conference presented by @activemanagers this Thursday — I am presenting some stock ideas and sitting down with John Rogers of @ArielInvests Investments for a second conversation.
Last time we spoke he told me something I haven't forgotten.
More to come....
In January, we revealed that the stocks presented at Value Invest New York in March 2025 have shown strong performance. A look back at past conferences shows a similarly positive trend for attendees looking for investment ideas.
The portfolio of stocks presented in December 2023 has increased by 93% in just over two years.
At this week's conference, we will also highlight other stocks presented at events prior to 2023, which have demonstrated similarly impressive performance over a longer time frame.
This sets a high standard for the speakers at Value Invest New York on March 19th. Currently, there are 25 stocks on the agenda to be presented throughout the day, covering a diverse range of sectors including software, hotels, education services, conglomerates, pharmaceuticals, TV networks, personal care products, jewelry, aerospace, and more.
For the final agenda for VINY 2026, please visit: https://t.co/GcRy2vi6VU
If you have not yet registered, please do so by the close of business on Monday to secure your attendance.
For any questions, feel free to email us at [email protected].
#valueinvesting
Just over a week to go until the annual Value Invest New York on March 19. Here's the preview video for the event this year. To see the agenda, which includes sessions with Mario Gabelli and John W. Rogers Jr, visit the VINY website: https://t.co/i2mtW3PIQF
The stocks presented at Value Invest New York in March 2025 have seen a remarkable increase of 70% over the past 10 months.
We are excited to return to New York next month for Value Invest New York on March 18th, followed by the New York Quality-Growth Investor Conference on March 19th. This week, attendees can take advantage of the earlybird rate of $599 for each event. With the impressive stock picks shared in detail at the conferences, the investment in attendance could easily pay for itself.
For more details and to register, please visit the following links:
Value Invest New York - March 18th: https://t.co/QwWQFB29tG
New York Quality-Growth Investor Conference - March 19th: https://t.co/R6U9pwD1gY
#valueinvesting
*Prices correct as of January 30th, 2026. Prices calculated using Dividend-adjusted share pricing using S&P Cap-IQ. Not investment advice.
Excited to be presenting tomorrow at the @outstandinginv conference on the case for investing in Trophy Assets & Non-Traditional Value.
More excited to be interviewing my friend @Scaramucci at the conference on Trump, tariffs and much more.
https://t.co/93TCMzrjhq
What do $GPN, $AMP, $HD, and $TKO have in common?
They were all discussed at two major investor conferences we attended last week—and we’ve got thoughts.
Check them out in our latest Sunday Digest + subscribe
https://t.co/UJnjKW4PiY
@outstandinginv
Lindell Train just gave a compelling presentation on $TKO at the @outstandinginv conference.
Anyone have thoughts on the name . Not cheap but certainly high quality
Glad to hear Jennifer Foster from Chilton Investments pitch $HD at the @outstandinginv .It is a stock we bought in the financial crisis and continue to own. High quality business with lots of tailwinds.
Interesting ideas from today’s @outstandinginv conference.
While not an area we follow Django Davidson made a compelling pitch for investing in Platinum.
C.T Fitzpatrick discussed why he exited $kkr and David Samra of @artisanpartners discussed his investment in Phillips (we prefer $GEHC)
Nice running into @EdgeCGroup as well!
This is an amazing stat from @WSJmarkets
Of the $8.3 billion that individual investors poured into single stocks last week, roughly $3.2 billion flowed into Tesla, according to a Wednesday report from JPMorgan analysts.
$tsla
Is innovation a fantastic bargain or does quality growth matter? Here's a good old fashioned three-year track record for Warren Buffett and Cathie Woods. I respect both because they follow their conviction. But clearly the investment environment has changed. What do you think?
Fun fact: 📉➡️📈
Historically, buying the S&P 500 after a 5%+ drop has been a winning move—yielding a positive return 85% of the time over the next 6 months, according to Goldman Sachs' Ben Snider.
Timing the market? Tough. Taking advantage of fear? Priceless. #Investing #StockMarket
Below is the re-released episode of my podcast with @BillAckman , reflecting the original order of the Q&A at his request.
https://t.co/Jd6ZpAE98n
For clarity: No substantive changes were ever made—any edits were solely for listener experience or compliance, which is standard practice in podcasting. I had also communicated these edits in advance to both Bill and a member of his team via email.
Integrity is everything, and I would never alter an interview in a way that misrepresents a guest’s words.
I hope you enjoy the conversation.