We posted up notes from the 2014 Sohn Conference in New York if you haven't seen them. At the event, Larry Robbins of Glenview Capital pitched longs of Humana (HUM), WellPoint (WLP), and Monsanto (MON). The conference has recently released his slideshow presentation and it is embedded below:
Be sure to check out the rest of the Sohn conference notes here.
Tuesday, May 13, 2014
Larry Robbins' Slideshow Presentation From Sohn Conference: HUM, WLP, MON
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glenview,
hedge fund letters,
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ira sohn conference,
larry robbins,
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