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We are pleased to announce the final agenda for the London Value Investor Conference on 24th June 2026. 🗓️ 24 June 2026 | London | valueinvest.com/london/agend…
Carson Block from @muddywatersre has done a 180 on AI.
Carson was interviewed by Costas Mourselas from the Financial Times at the London Quality-Growth Investor Conference in May. He used to be an AI sceptic. Not any more.
Carson explained why he now believes AI will displace white-collar workers at scale - and why the fallout could trigger a GFC-style crisis emanating from the equity markets, rather than the banks.
You can watch this clip from the interview below.
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 | 🔗 qualitygrowthinvestor.com
Active Investor Conferences retweeted
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. barrons.com/articles/mario-g…
Active Investor Conferences retweeted
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.
Active Investor Conferences retweeted
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: valueinvest.com/newyork/viny…
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
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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: valueinvest.com/newyork/viny…
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: valueinvest.com/newyork/
New York Quality-Growth Investor Conference - March 19th: qualitygrowthinvestor.com/ne…
#valueinvesting
*Prices correct as of January 30th, 2026. Prices calculated using Dividend-adjusted share pricing using S&P Cap-IQ. Not investment advice.
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Active Investor Conferences retweeted
Thank you to Robert Hunter and the Value Investor Conference and Quality-Growth Investor Conference team for another excellent conference this year!
Active Investor Conferences retweeted
It’s go time!
@outstandinginv
Active Investor Conferences retweeted
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.
hubs.ly/Q03m8VPM0
Active Investor Conferences retweeted
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
open.substack.com/pub/boyarr…
@outstandinginv
Active Investor Conferences retweeted
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
Active Investor Conferences retweeted
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.
Active Investor Conferences retweeted
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!
Active Investor Conferences retweeted
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
Active Investor Conferences retweeted
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?

















