The Long Case for AmEx, Hunter Douglas, and Hemisphere GPS - Value Investing Congress

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The Long Case for AmEx, Hunter Douglas, and Hemisphere GPS
May 08, 2008 06:33 PM UTC

Value Investing Congress

Return	Risk
-16.01%	HIGH

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Symbol	Sentiment	Start	Return	Closed
HDUGF		05/08/08	n/a	--
AXP		05/08/08	-14.46%	--

Via Long Investment Ideas from Seeking Alpha:

These are notes from the Day 2 sessions at the 3rd Annual Value Investing Congress West, held May 6-7, written by Jonathan M. Heller.

Ken Shubin Stein, of Spencer Capital, laid out his philosophy, which includes:

• Looking for asymmetric payoffs (limited downside, with much upside)

• Bottom-up fundamental analysis

• A “scientific” research process

• Belief that volatility is the key to successful long term investing

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