market folly

While most investment conferences feature big names that manage large sums of money, the recent InvestPitch competition put on by Institutional Investor and SumZero highlighted up and coming smaller hedge fund managers.  Videos of the pitches will be available at II in a few weeks, but in the mean time here's a quick summary:


Summary of InvestPitch 2014 Stock Picks

Sahm Adrangi (Kerrisdale Capital): long Savills (LSE:SVS)

Kyle Mowery (GrizzlyRock Capital): long Leucadia National (LUK)

Daniel Lawrence (Elmrox Investment Group): long Realogy (RLGY)

Spencer Grimes (Twinleaf Management): long E.W. Scripps (SSP)

Travis Cocke (Voss Capital): Short GW Pharmaceuticals (GWPH)

Ian Clark (Dichotomy Capital): Short Transocean (RIG)

Michael Zapata (Sententia Capital): Long Aaron's (AAN)

Keith Rosenbloom (Cruiser Caiptal): long Ferro (FOE)

Brian Pitkin (URI Capital): long JPMorgan Chase TARP Warrants (JPM/WS)

Sam Hendel (Levin Capital): long Newcastle Investment (NCT)

Nicholas Snyder (Snyder Brown Capital): long Sears Holdings (SHLD)

David Hanson (Hanson Wells Partners): long Alleghany (Y)

Josh Young (Young Capital): long Stone Energy (SGY)

Donald Marchiony (Westpark Capital): long Tower Semi (TSEM)

Vad Yazvinski (Jordan Capital): long American Capital (ACAS)

(ValueTree Investments): long Kohl's (KSS)

Terry Lally (Spotlight Funds): long Staples (SPLS)

Mike Winston (Sutton View Capital): long Starz (STRZA)

Charles Goldblum (Hurley Capital): long Lifepoint Hospitals (LPNT)


There have been a ton of investment conferences lately and if you missed any of them, we've got you covered with notes below:

- Notes from Sohn San Francisco (Ubben, McGuire, Billick etc)

- Notes from Capitalize for Kids Sohn Canada (Ainslie, Dinan, Robbins)

- Robin Hood Investors' Conference: Summary of stock picks (Tepper, Loeb, Einhorn, etc)

- Great Investors' Best Ideas Dallas (Ackman, Einhorn, Perry & more)

-  Check back for Invest For Kids Chicago notes later this week as well