The Sohn Investment Contest recently concluded and it was announced that the winner was Mark Grow, a Columbia Business School student who pitched a short of Dexcom (DXCM). We posted up full notes from the Sohn Conference here.
Some of the finalist presentations have also been released, which include Alexandra Esparza, an MBA candidate at the Yale School of Management who pitched a long of Amerco (UHAL) and then Steven Wood of Greenwood Investors who pitched a long of Exor. All of these presentations are embedded below:
Short Dexcom (DXCM) Sohn Pitch
You can download a .pdf copy here.
Long Amerco (UHAL) Sohn Pitch
You can download a .pdf copy here.
Long Exor Sohn Pitch
You can download a .pdf copy here.
Be sure to check out the rest of the investment ideas shared at the Sohn Conference in New York.
Monday, May 9, 2016
Sohn Contest Winner & Finalist Presentations: Short Dexcom, Long Amerco, Long Exor
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