The hedge fund mecca known as the Ira Sohn Conference in New York is over and we've posted up notes from all the speakers. Below are the links to each presentation:
- David Einhorn's Ira Sohn Presentation on Tons of Stocks
- John Paulson's Three Long Ideas
- Lone Pine's Stephen Mandel On What He Likes
- Larry Robbins: Long THC, HMA, HCA, LPNT. Short ITC
- Jeffrey Gundlach's Ira Sohn Presentation
- Philippe Laffont on Equinix (EQIX) & Virgin Media (VMED)
- Hoplite Capital's John Lykouretzos on Starbucks (SBUX)
- Bill Ackman's Ira Sohn Presentation
- Dwight Anderson (Ospraie): Long Palladium, Short Platinum
- Michael Price on J.C. Penney & Contest Winner on Xerox (XRX)
- Meryl Witmer on Viacom (VIA.B) & Gildan (GIL)
- Johnathan Kolatch: Long Argentina Sovereign Debt
- Dan Ariely's Presentation on Psychology
- John Wilder on Natural Gas
- Kenneth Rogoff: This Time is Different
Enjoy!
Wednesday, May 16, 2012
Notes From Ira Sohn Conference Presentations 2012
blog comments powered by Disqus
