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The Intellectual Investor Conference

Presentations from Previous Conferences

The presentations on this page are for educational and informational purposes only and do not constitute investment advice or a recommendation to buy or sell any security.

Black Diamond Equipment by Van Wombwell - ValueXVail 2014

Black Diamond Equipment by Van Wombwell

2014

QR Energy Value Play or Value Trap? by Thomas A "Tomas" Stone - ValueXVail 2014

QR Energy Value Play or Value Trap? by Thomas A “Tomas” Stone

2014

Lancashire Holdings Limited by Greg Porter - ValueX 2014

Lancashire Holdings Limited by Greg Porter

2014

CIR by Robert Mori - ValueXVail 2013

CIR by Robert Mori

2013

Redwood Trust by Patrick Brennan - ValueXVail 2013

Redwood Trust by Patrick Brennan

2013

World Wrestling Entertainment by MS - ValueXVail 2013

World Wrestling Entertainment by MS

2013

SEC Filing and Three-Card Monte by Michelle Leder - ValueXVail 2013

SEC Filing and Three-Card Monte by Michelle Leder

2013

Investment Idea: Acacia Research Corp (ACTG) by Luis Ahumada - ValueXVail 2013

Investment Idea: Acacia Research Corp (ACTG) by Luis Ahumada

2013

ValueXVail 2013 - Crescat Capital by Kevin Smith

Crescat Capital by Kevin Smith

2013

ValueXVail 2013 - Spin Off Research by Joe Cornell

Spin Off Research by Joe Cornell

2013

ValueXVail 2013 - ACATIS – A short update on Europe + 3 stock recommendations by Hendrik Leber

ACATIS – A short update on Europe + 3 stock recommendations by Hendrik Leber

2013

ValueXVail 2013 - Pennypack Capital by Guowei Zhang

Pennypack Capital by Guowei Zhang

2013

ValueXVail 2013 - Engility Corp by Evan Tindell

Engility Corp by Evan Tindell

2013

ValueXVail 2013 - A Search for Advantaged Value Investments by Ethan Berg

A Search for Advantaged Value Investments by Ethan Berg

2013

ValueXVail 2013 - Value Investing with Options by Erik Kobayashi Solomon

Value Investing with Options by Erik Kobayashi Solomon

2013

ValueXVail 2013 - An impending discount to liquid NAV + big upside potential by Dan Ferris

An impending discount to liquid NAV + big upside potential by Dan Ferris

2013

ValueXVail 2013 - Chimera Investment Corp. (CIM) by Chris Karlin

Chimera Investment Corp. (CIM)

2013

ValueXVail 2013 - Things to consider before shorting Canadian banks by Brian Bosse

Things to consider before shorting Canadian banks by Brian Bosse

2013

2013 ValueXVail - The American Home by Aaron Edelheit

The American Home by Aaron Edelheit

2013

Value Investing From the Top-Down by JJ Abodeely

Value Investing From the Top-Down by JJ Abodeely

2012

Valuation takes Imagination by Barry Pasikov

Valuation takes Imagination by Barry Pasikov

2012

Hiding in Plain Site: Diving Deeply into SEC filings by Michelle Leder

Hiding in Plain Site: Diving Deeply into SEC filings by Michelle Leder

2012

The Liberty Family’s Forgotten Child by Patrick Brennan

The Liberty Family’s Forgotten Child by Patrick Brennan

2012

Pacific Sunwear of California Fallen Angel by Shane Calhoun

Pacific Sunwear of California Fallen Angel by Shane Calhoun

2012

Bank of America by Kai Shih

Bank of America by Kai Shih

2012

Greenlea Lane Capital – Private Investment Partnership by Josh Tarasoff

Greenlea Lane Capital – Private Investment Partnership by Josh Tarasoff

2012

Reminiscences of a Stock Operator by Jon Markman

Reminiscences of a Stock Operator by Jon Markman

2012

Breaking Up is Good To Do by Joe Cornell

Breaking Up is Good To Do by Joe Cornell

2012

Your Personal Portfolio Manager by James Cornehlsen

Your Personal Portfolio Manager by James Cornehlsen

2012

A Search for Global Values by James Chanos

A Search for Global Values by James Chanos

2012

Acatis by Hendrik Leber

Acatis by Hendrik Leber

2012

Exporting North American Natural Gas by Greg Merrill

Exporting North American Natural Gas by Greg Merrill

2012

Sell Short Con-Way (CNW) by Dan Amoss

Sell Short Con-Way (CNW) by Dan Amoss

2012

One man vs the World: Workflow Management for Investors by Alex Rubalcava

One man vs the World: Workflow Management for Investors by Alex Rubalcava

2012

Staples (SPLS) by Adrian Mak

Staples (SPLS) by Adrian Mak

2012

The Prince Henry Navigator I, II, and III by Prince Henry Group

The Prince Henry Navigator I, II, and III by Prince Henry Group

2011

Social Networking by Sizhao Yang

Social Networking by Sizhao Yang

2011

Shale Gas – A permanent leftward shift of the supply curve? by Brian Boss

Shale Gas – A permanent leftward shift of the supply curve? by Brian Boss

2011

Value Trap: For-Profit Education by James Chanos

Value Trap: For-Profit Education by James Chanos

2011

Doral Financial Corp (DRL:NYSE) by Skip Olinger

Doral Financial Corp (DRL:NYSE) by Skip Olinger

2011

DRL 10-Q by Doral Financial Corp

DRL 10-Q by Doral Financial Corp

2011

Bottom fishing in cyclicals by Dante Albertini

Bottom fishing in cyclicals by Dante Albertini

2011

Hidden In Plain View by Barry Pasikov

Hidden In Plain View by Barry Pasikov

2011

B. Riley & Co. Presentation by Greg Garrabrants

B. Riley & Co. Presentation by Greg Garrabrants

2011

Short Selling In an Era of Socialized Credit Losses by Dan Amoss

Short Selling In an Era of Socialized Credit Losses by Dan Amoss

2011

Greenlea Lane Capital by Josh Tarasoff

Greenlea Lane Capital by Josh Tarasoff

2011

Robert Leitz - BFF Bank

BFF Bank

Michael McCloskey - Amadeus IT Group

Amadeus IT Group

Interviews - Lessons Learned

Interviews: Lessons Learned

Christian Ryther - Trinet

TriNet

Boris Senderzon - Lyft

Lyft

Steve Gorelik - DNOW Inc

DNOW Inc

Paul Isaac - Gold, Mines and theLassonde Curve

Gold, Mines and the Lassonde Curve

Matt Franz - Contellation Software Inc

Constellation Software Inc.

Kevin Tracey - Scout24

Scout24

Joshua Thompson - QXO

QXO

Jason Wallace - The Future of MRD Testing and Illumina's Role

The Future of MRD Testing and Illumina’s Role

Gary Mishuris - INVESTING EDGE + AI FOR INVESTING

INVESTING EDGE & AI FOR INVESTING

The Psychology of Fraud

The Psychology of Fraud

Texas Pacific Land (TPL)

Texas Pacific Land (TPL)

Teva Pharmaceuticals Industries Ltd (TEVA)

Teva Pharmaceuticals Industries Ltd (TEVA)

Natural Resource Partners L.P. (NRP)

Natural Resource Partners L.P. (NRP)

Legal & General

Legal & General

Kaspi-Super App of Kazakhstan

Kaspi-Super App of Kazakhstan

International Game Technology (IGT)

International Game Technology (IGT)

Google

Google

Emerging Market Financials

Emerging Market Financials

AI for Investing

AI for Investing

Expedia

Expedia

Advance Auto Parts (AAP)

Advance Auto Parts (NYSE:AAP)

Tesla

Tesla

Biopharma Investing Considerations

Biopharma Investing Considerations

FIGS - The Lululelmon Of Scrubs

FIGS – The Lululelmon Of Scrubs

Charter Communication - Cable vs FWA (Fixed Wireless)

Charter Communication

Petershill Partners (PHLL)

Petershill Partners (PHLL)

Liberty SiriusXM Group

Liberty SiriusXM Group

Watches of Switzerland Group

Watches Of Switzerland Group

EYE - How well can you see

EYE – How Well Can You See?

The Transformation of Consol Energy (CEIX)

The Transformation of Consol Energy (CEIX)

Akamai Technologies (AKAM)

Akamai Technologies (AKAM)

Wendel Group (MF FP)

Wendel Group (MF FP)

The Paradox of the Value Trap

The Paradox of the Value Trap

Creativity in Short Selling - ValueXVail 2023

Creativity in Short Selling

Filter Feeders & Destructive Mental Models - ValueXVail 2023

Filter Feeders & Destructive Mental Models

Inside Arbitrage - ValueXVail 2023

Inside Arbitrage

Molina Healthcare (MOH) - ValueXVail 2023

Molina Healthcare (MOH)

O-I GLASS (OI) - ValueXVail 2023

O-I GLASS (OI)

HCA Healthcare (HCA) - ValueXVail 2022

HCA Healthcare (HCA)

Darling Ingredients (DAR) - ValueXVail 2022

Darling Ingredients (DAR)

Fairfax India (FIH.U and FFXDF) - ValueXVail 2022

Fairfax India (FIH.U and FFXDF)

LM Ericsson (ERIC) - ValueXVail 2021

LM Ericsson (ERIC)

Houghton Mifflin Harcourt (HMHC) - ValueXVail 2021

Houghton Mifflin Harcourt (HMHC)

Where Creative Ideas & Investors Collide - ValueXVail 2021

Where Creative Ideas & Investors Collide

Credit Markets Today - ValueXVail 2021

Credit Markets Today

Foot Locker Inc. (FL) - ValueXVail 2021

Foot Locker Inc. (FL)

Foreclosure Auction RE Investing - ValueXVail 2021

Foreclosure Auction RE Investing

Jiumaojiu Group - ValueXVail 2021

Jiumaojiu Group

Nielsen Holdings (NLSN) - ValueXVail 2021

Nielsen Holdings (NLSN)

Qualcomm (QCOM) - ValueXVail 2021

Qualcomm (QCOM)

Spotify Technology SA (SPOT) - ValueXVail 2019

Spotify Technology SA (SPOT)

TOBII AB - ValueXVail 2019

TOBII AB

YumChina - ValueXVail 2019

YumChina

Peak Car - ValueXVail 2019

Peak Car

Target Hospitality (TH) - ValueXVail 2019

Target Hospitality (TH)

Synchrony Financial (SYF) - ValueXVail 2019

Synchrony Financial (SYF)

Risks & Opportunities in the Battery Supply Chain - ValueXVail 2019

Risks & Opportunities in the Battery Supply Chain

Grubhub - ValueXVail 2019

Grubhub

BSTC - ValueXVail 2019

BSTC

Airlines: Valuation Suffering from Shiny Object Syndrome - ValueXVail 2019

Airlines: Valuation Suffering from Shiny Object Syndrome

Hill International - ValueXVail 2019

Hill International

Hanes Brands - ValueXVail 2018

Hanes Brands

Radisson Hotel Group (RADH) - ValueXVail 2018

Radisson Hotel Group (RADH)

Micron - ValueXVail 2018

Micron

Trinity Place Holdings (TPHS) - ValueXVail 2018

Trinity Place Holdings (TPHS)

Flywheel Models - ValueXVail 2018

Flywheel Models

ETF - ValueXVail 2018

ETF

Starbucks - ValueXVail 2018

Starbucks

Kinder Morgan - ValueXVail 2018

Kinder Morgan

Rimini Street - ValueXVail 2018

Rimini Street

Walt Disney Co (DIS) - ValueXVail 2018

Walt Disney Co (DIS)

Retail: Finding Jean Baptiste de Marbot - ValueXVail 2017

Retail: Finding Jean Baptiste de Marbot

TripAdvisor - ValueXVail 2017

TripAdvisor

Laughing Water Capital - ValueXVail 2017

Laughing Water Capital

Reinvestment Moats - ValueXVail 2017

Reinvestment Moats

Let's get creative! - ValueXVail 2017

Let’s get creative!

Nelnet - ValueXVail 2017

Nelnet

Mori – Becle S.A. (Cuervo) - ValueXVail 2017

Mori – Becle S.A. (Cuervo)

Finding Value Off The Beaten Path - ValueXVail 2017

Finding Value Off The Beaten Path

Ferris – Mania Immersion Therapy - ValueXVail 2017

Ferris – Mania Immersion Therapy

Livadas – Upslope Capital Management: Investment Strategy - ValueXVail 2017

Livadas – Upslope Capital Management: Investment Strategy

LINDBLAD Expeditions (LIND and LINDW) - ValueXVail 2017

LINDBLAD Expeditions (LIND and LINDW)

Yazvinski JCP Keytronic Presentation - ValueXVail

Jordan Capital AM

CommerceHub (CHUBA and CHUBK) - ValueXVail 2017

CommerceHub (CHUBA and CHUBK)

Bollore SA – Evan Tindell - ValueXVail 2017

Bollore SA – Evan Tindell

Black Bear - ValueXVail 2017

Black Bear

Rishi Gosalia presentation - ValueXVail 2016

Rishi Gosalia presentation

Firebird Value Fund presentation - ValueXVail 2016

Firebird Value Fund presentation

Carnegie Investment Counsel presentation - ValueXVail 2016

Carnegie Investment Counsel presentation

Boingo Wireless Presentation - ValueXVail 2016

Boingo Wireless Presentation

Vailshire Capital Management Presentation - ValueXVail 2016

Vailshire Capital Management Presentation

Charles Schwab Capital Presentation - ValueXVail 2016

Charles Schwab Capital Presentation

Carro-Kan Capital Presentation - ValueXVail 2016

Carro-Kan Capital Presentation

Mindset Capital Presentation - ValueXVail 2016

Mindset Capital Presentation

Burr Capital Presentation - ValueXVail 2016

Burr Capital Presentation

Yazvinski JCP Keytronic Presentation - ValueXVail

Yazvinski JCP Keytronic Presentation

ITI Presentation - ValueXVail 2016

ITI Presentation

Gensler Presentation - ValueXVail 2016

Gensler Presentation

The search for the next Wells Fargo - Porter Presentation – ValueXVail 2015

The search for the next Wells Fargo – Porter Presentation

Opportunity in Real Estate - ValueXVail 2015

Opportunity in Real Estate

ENOC – ValueX Vail 2015

ENOC – ValueX Vail

Greenhaven Road ValueX Halogen Software FINAL - ValueXVail 2015

Greenhaven Road ValueX Halogen Software FINAL

Broyhill – Moats, Whales, Sharks & Remoras - ValueXVail 2015

Broyhill – Moats, Whales, Sharks & Remoras

CHEF ValueXVail 2015 public

CHEF valuex vail 2015 public

Group 1 Automotive - ValuexVail 2015

Group 1 Automotive

LBRDK Presentation - ValueXVail 2015

LBRDK Presentation

RR LN Mind the Gap - ValueXVail 2015

RR LN Mind the Gap

Maran VALUExVail 2015 Presentation

Maran VALUExVail 2015 Presentation

VAIL X Value Presentation HGG - ValueXVail 2015

VAIL X Value Presentation HGG

Quantitative Float Analysis - ValueXVail 2015

Quantitative Float Analysis

VALUEx BRS Final - ValueXVail 2015

VALUEx BRS Final

VISA Presentaion by Matt Griffith - ValueXVail 2014

VISA Presentaion by Matt Griffith

NVIDIA Presentation by Crescat - ValueXVail 2014

NVIDIA Presentation by Crescat

Close End Funds – A Unique Opportunity by Essential Investments Partners - ValueXVail 2014

Close End Funds – A Unique Opportunity by Essential Investments Partners

Blucora by Adib Motiwala - ValueXVail 2014

Blucora by Adib Motiwala

Forest Oil (FST) by Christopher Karlin - ValueXVail - 2014

Forest Oil (FST) by Christopher Karlin

HEALTHSOUTH by Laughing Water Capital - ValueXVail 2014

HEALTHSOUTH by Laughing Water Capital

Black Diamond Equipment by Van Wombwell - ValueXVail 2014

Black Diamond Equipment by Van Wombwell

QR Energy Value Play or Value Trap? by Thomas A "Tomas" Stone - ValueXVail 2014

QR Energy Value Play or Value Trap? by Thomas A “Tomas” Stone

Lancashire Holdings Limited by Greg Porter - ValueX 2014

Lancashire Holdings Limited by Greg Porter

CIR by Robert Mori - ValueXVail 2013

CIR by Robert Mori

Redwood Trust by Patrick Brennan - ValueXVail 2013

Redwood Trust by Patrick Brennan

World Wrestling Entertainment by MS - ValueXVail 2013

World Wrestling Entertainment by MS

SEC Filing and Three-Card Monte by Michelle Leder - ValueXVail 2013

SEC Filing and Three-Card Monte by Michelle Leder

Investment Idea: Acacia Research Corp (ACTG) by Luis Ahumada - ValueXVail 2013

Investment Idea: Acacia Research Corp (ACTG) by Luis Ahumada

ValueXVail 2013 - Crescat Capital by Kevin Smith

Crescat Capital by Kevin Smith

ValueXVail 2013 - Spin Off Research by Joe Cornell

Spin Off Research by Joe Cornell

ValueXVail 2013 - ACATIS – A short update on Europe + 3 stock recommendations by Hendrik Leber

ACATIS – A short update on Europe + 3 stock recommendations by Hendrik Leber

ValueXVail 2013 - Pennypack Capital by Guowei Zhang

Pennypack Capital by Guowei Zhang

ValueXVail 2013 - Engility Corp by Evan Tindell

Engility Corp by Evan Tindell

ValueXVail 2013 - A Search for Advantaged Value Investments by Ethan Berg

A Search for Advantaged Value Investments by Ethan Berg

ValueXVail 2013 - Value Investing with Options by Erik Kobayashi Solomon

Value Investing with Options by Erik Kobayashi Solomon

ValueXVail 2013 - An impending discount to liquid NAV + big upside potential by Dan Ferris

An impending discount to liquid NAV + big upside potential by Dan Ferris

ValueXVail 2013 - Chimera Investment Corp. (CIM) by Chris Karlin

Chimera Investment Corp. (CIM)

ValueXVail 2013 - Things to consider before shorting Canadian banks by Brian Bosse

Things to consider before shorting Canadian banks by Brian Bosse

2013 ValueXVail - The American Home by Aaron Edelheit

The American Home by Aaron Edelheit

Value Investing From the Top-Down by JJ Abodeely

Value Investing From the Top-Down by JJ Abodeely

Valuation takes Imagination by Barry Pasikov

Valuation takes Imagination by Barry Pasikov

Hiding in Plain Site: Diving Deeply into SEC filings by Michelle Leder

Hiding in Plain Site: Diving Deeply into SEC filings by Michelle Leder

The Liberty Family’s Forgotten Child by Patrick Brennan

The Liberty Family’s Forgotten Child by Patrick Brennan

Pacific Sunwear of California Fallen Angel by Shane Calhoun

Pacific Sunwear of California Fallen Angel by Shane Calhoun

Bank of America by Kai Shih

Bank of America by Kai Shih

Greenlea Lane Capital – Private Investment Partnership by Josh Tarasoff

Greenlea Lane Capital – Private Investment Partnership by Josh Tarasoff

Reminiscences of a Stock Operator by Jon Markman

Reminiscences of a Stock Operator by Jon Markman

Breaking Up is Good To Do by Joe Cornell

Breaking Up is Good To Do by Joe Cornell

Your Personal Portfolio Manager by James Cornehlsen

Your Personal Portfolio Manager by James Cornehlsen

A Search for Global Values by James Chanos

A Search for Global Values by James Chanos

Acatis by Hendrik Leber

Acatis by Hendrik Leber

Exporting North American Natural Gas by Greg Merrill

Exporting North American Natural Gas by Greg Merrill

Sell Short Con-Way (CNW) by Dan Amoss

Sell Short Con-Way (CNW) by Dan Amoss

One man vs the World: Workflow Management for Investors by Alex Rubalcava

One man vs the World: Workflow Management for Investors by Alex Rubalcava

Staples (SPLS) by Adrian Mak

Staples (SPLS) by Adrian Mak

The Prince Henry Navigator I, II, and III by Prince Henry Group

The Prince Henry Navigator I, II, and III by Prince Henry Group

Social Networking by Sizhao Yang

Social Networking by Sizhao Yang

Shale Gas – A permanent leftward shift of the supply curve? by Brian Boss

Shale Gas – A permanent leftward shift of the supply curve? by Brian Boss

Value Trap: For-Profit Education by James Chanos

Value Trap: For-Profit Education by James Chanos

Doral Financial Corp (DRL:NYSE) by Skip Olinger

Doral Financial Corp (DRL:NYSE) by Skip Olinger

DRL 10-Q by Doral Financial Corp

DRL 10-Q by Doral Financial Corp

Bottom fishing in cyclicals by Dante Albertini

Bottom fishing in cyclicals by Dante Albertini

Hidden In Plain View by Barry Pasikov

Hidden In Plain View by Barry Pasikov

B. Riley & Co. Presentation by Greg Garrabrants

B. Riley & Co. Presentation by Greg Garrabrants

Short Selling In an Era of Socialized Credit Losses by Dan Amoss

Short Selling In an Era of Socialized Credit Losses by Dan Amoss

Greenlea Lane Capital by Josh Tarasoff

Greenlea Lane Capital by Josh Tarasoff

Content on this site is for educational purposes only. The views and information in the presentations are not financial advice. All trading and investment decisions are made at your own risk. Copyrighted materials remain the property of their original owners.

The Intellectual Investor Conference © All Rights Reserved. 2026

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