Notes from the second day of the Value Investing Congress with picks from Pershing Square's Bill Ackman, Eric Sprott of Sprott Asset Management, and Whitney Tilson's hedge fund T2 Partners.
Todd Sullivan about General Growth Properties (GGWPQ), Oil (USO), Gold (GLD), Natural Gas (UNG) and Red Sox/Yanks.
Sounds like my kind of value investor. This blogger details his investment strategy and current holdings.
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