Today we present notes from the 2013 Ira Sohn Conference in New York. The 18th annual event featured top hedge fund managers presenting investment ideas and the proceeds from the event benefit pediatric cancer research and treatment via the Sohn Conference Foundation. Summaries of each speaker's talk are linked below.
Notes From Ira Sohn Conference 2013
Stanley Druckenmiller (Druckenmiller Family Office) on commodities, short Australian Dollar
David Einhorn (Greenlight Capital) on Oil States International (OIS)
Steve Eisman (Emrys Partners) on housing plays: OCN, LEN, PHM, FBHS, FOR, CLNY, AMWD
Paul Singer (Elliott Management): a financial overview & history of markets
Jim Chanos (Kynikos Associates): short disk drive makers Seagate & Western Digital
Kyle Bass (Hayman Capital) on Dex Media (DXM) and Japan
Bill Ackman (Pershing Square): long Procter & Gamble (PG)
Jeffrey Gundlach (DoubleLine) on quantitative easing, short French bonds, short Chipotle
Jonathon Jacobson (Highfields Capital): Short Digital Realty Trust (DLR)
Mitchell Julis (Canyon Partners) on Clear Channel Outdoor (CCO) & Apple (AAPL)
Keith Meister (Corvex Management): long Time Warner Telecom (TWTC) & Level 3 (LVLT)
David Stemerman (Conatus Capital): short African Bank (ABL:SJ)
Li Lu (Himalaya Capital) on Korean preferreds (Samsung, Hyundai)
Clifton Robbins (Blue Harbour Group) on CACI & Akamai
Tor Olav Troim (Seadrill) on opportunities in cyclical industries
Simeon McMillan (Columbia MBA, investment contest winner) on Tribune Company
Thursday, May 9, 2013
Notes From Ira Sohn Conference 2013: Einhorn, Druckenmiller, Eisman & More
blog comments powered by Disqus
