Notes From Sohn London Investment Conference 2012 ~ market folly

Monday, November 26, 2012

Notes From Sohn London Investment Conference 2012

Today we're posting up notes from the Sohn London Investment Conference 2012.  The event was a great success raising funds for pediatric cancer care and research, benefiting Great Ormond Street Hospital. 

The Sohn Foundation put on this event and readers will be familiar with the New York version that has raised over $25 million for cancer care and research.  Please click the links below to go each speaker's presentation.

Notes From Sohn London Conference

Chris Cooper-Hohn (Children's Investment Fund): 2 Longs and 1 Short Idea

Jim Chanos (Kynikos Associates): 2 Short Ideas

John Armitage (Egerton Capital): His Favorite Stocks

Nicola Horlick (Bramdean Asset Management)

Davide Serra (Algebris Investments): 2 Long Ideas

Jan Hummel (Paradigm Capital): Presentation on WashTec and Ekornes ASA

Nicolai Tangen (AKO Capital): Long Assa Abloy

Bruno Rocha (Dynamo Capital): Long Schindler Holding AG (SWX: SCHN)

Nicolas Walewski (Alken Asset Management): Long Ryanair, Grifols, Gemalto & More

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