Notes From Day 2: Value Investing Congress West

(via stocksbelowncav.blogspot.com)

Day 2 presentations included William Waller & Jason Stock on The U.S. Banking Sector: Chaos & Opportunity, Scott Klein on Opportunities in Stressed and Distressed Credit, J. Carlo Cannell on Hydrodamalis Gigas, and Whitney Tilson and Glenn Tongue on An Update on the Mortgage Crisis and a Discussion of Wells Fargo.