Today we're posting up notes from the Sohn London Investment Conference 2012. The event was a great success raising funds for pediatric cancer care and research, benefiting Great Ormond Street Hospital.
The Sohn Foundation put on this event and readers will be familiar with the New York version that has raised over $25 million for cancer care and research. Please click the links below to go each speaker's presentation.
Notes From Sohn London Conference
Chris Cooper-Hohn (Children's Investment Fund): 2 Longs and 1 Short Idea
Jim Chanos (Kynikos Associates): 2 Short Ideas
John Armitage (Egerton Capital): His Favorite Stocks
Nicola Horlick (Bramdean Asset Management)
Davide Serra (Algebris Investments): 2 Long Ideas
Jan Hummel (Paradigm Capital): Presentation on WashTec and Ekornes ASA
Nicolai Tangen (AKO Capital): Long Assa Abloy
Bruno Rocha (Dynamo Capital): Long Schindler Holding AG (SWX: SCHN)
Nicolas Walewski (Alken Asset Management): Long Ryanair, Grifols, Gemalto & More
Monday, November 26, 2012
Notes From Sohn London Investment Conference 2012
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