We're posting up notes from the Sohn New York Investment Conference. Next up is Gabe Plotkin of Melvin Capital Management who talked markets.
Gabe Plotkin's Sohn New York Presentation
- Sees US growth looking stable, says this is a "good environment for stocks."
- Bullish on Las Vegas Sands (LVS) and Worldpay (WPAY)
- Most of his fund's profits have come from shorting and betting against companies. He's skeptical about mall REITs and Tesla (TSLA).
Be sure to check out the rest of the Sohn New York conference presentations.
Tuesday, May 7, 2019
Gabe Plotkin Bullish Las Vegas Sands & Worldpay: Sohn New York Conference
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