SMK

Thinking about stuff.

Monday, May 9, 2016

Sohn Conference 2016

Forbes summary of Sohn Conference: http://www.forbes.com/sites/antoinegara/2016/05/04/battered-hedge-fund-stars-offer-up-new-ideas-at-sohn-investment-conference/print/

from:
http://www.valuewalk.com/2016/05/sohn-investment-conference-2016/?all=1

Sohn Investment Conference 2016

  • 2016 Sohn Conference – highlights
  • Stan Druckenmiller At Sohn “The Endgame” Transcript And Slides
  • Notes from the IRA Sohn Next Wave speakers
  • Carson Block Of Muddy Waters short OZRK At Sohn 2016
  • Jim Chanos Betting Against China
  • Larry Robbins attacks Buffett
  • Larry Robbins CNBC interview
  • Carson Block shorts Bank of the Ozarks – CNBC Interview
  • Jeffrey Smith at the Sohn Conference
  • Wall Street’s rising star Rosen is long Kraton
  • Jeff Gundlach long GOLD pitch
  • Stanley Druckenmiller long gold presentation
  • Zach Schreiber short Saudi pitch
  • Jim Chanos Says Valeant Worth Zero, Still Short Tesla
  • Jim Chanos short MTN Group
  • Chamath Palihapitiya Long Amazon $3T company
  • Howard Marks: Bad decisions made in oil & gas sector
  • Adam Fisher, Commonwealth on NIRP.
  • Dan Ariely on hedge fund psychology and trust 
  • David Einhorn, Greenlight Capital short CAT
  • Carson Block, Piper Jaffray Duel Over Bank Of The Ozarks
  • Gundlach CNBC interview full audio, video here
Posted by SMK at 7:15 PM
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