The 2019 Sohn New York Investment Conference concluded and as usual it featured an excellent array of speakers sharing investment ideas all to benefit pediatric cancer research. Click the links below to go to notes from each talk.
Sohn New York Conference Notes 2019
David Einhorn (Greenlight Capital): Long Aercap, Short GATX
Larry Robbins (Glenview Capital): Buy HMOs and hospitals, short pharma index, short 3M and Chemours
Daniel Sundheim (D1 Capital): Long Netflix & Disney, bearish Canadian pot stocks
Ryan Heslop (Firefly Value Partners): Short Community Health Systems
Gabe Plotkin (Melvin Capital Management): A few ideas
Christopher R. Hansen (Valiant Capital Management): Long Zillow
Jeffrey Gundlach (DoubleLine Capital): Buy interest rate volatility on long bond
Scott Goodwin (Diameter Capital Partners): Short PlastiPak unsecured bonds, long Constellium equity
Bihua Chen (Cormorant Asset Management): Long Reata Pharmaceuticals
Sohn Idea Contest Winner: Short Lamb Weston
Next Wave Sohn New York Notes 2019
Todd Westhus (Olympus Peak Asset Management): WDC long bank debt/short bonds
Matthew J. Smith (Deep Basin Capital): Long Cabot Oil & Gas
Parvinder Thiara (Athanor Capital): Long Brazilian bonds
Tuesday, May 7, 2019
Notes From Sohn New York Investment Conference 2019: Einhorn, Robbins, Sundheim & More
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