Notes From Sohn San Francisco Investment Conference 2018 ~ market folly

Wednesday, October 31, 2018

Notes From Sohn San Francisco Investment Conference 2018

The Sohn San Francisco 2018 Investment Conference recently concluded and featured hedge fund managers sharing their ideas in order to benefit the Excellence in Investing for Children's Causes Foundation and its beneficiaries, as well as The Sohn Conference Foundation and pediatric cancer research.

Notes From Sohn San Francisco Conference 2018

- Mick McGuire (Marcato Capital Management): 2 Long Ideas

- Shashin Shah (Think Investments): Long Radico Khaitan (RDCK-IN)

- Alex Gleser (TPG Public Equity Partners): Long Philips (PHG)

- Jeff Osher (No Street Capital): Short Trupanion (TRUP)

- Glen Kacher (Light Street Capital): Long Farfetch (FTCH)

- Michael McLochlin (Highland Capital Management): Long Marvell Technology (MRVL) 

- Gil Simon (SoMa Equity Partners): Long New York Times (NYT)

- Kevin Oram (Praesidium Investment Management): Long Cornerstone OnDemand (CSOD)

- Jeff Shen (BlackRock): On Asian Markets

- Dan Morehead (Pantera Capital): On cryptocurrencies & blockchain

Next Wave Sohn San Francisco Notes: Emerging Managers

- Marcelo Desio (Lucha Capital Management): Long Talend (TLND)

- Vineer Bhansali (LongTail Alpha): Plays for a rising rate environment

- Daniel Kozlowski (Plaisance Capital): Long Pure Cycle (PCYO)

- Franklin Parlamis (Aequim Alternate Investments): ServiceNow (NOW) trade

For other recent investment conference coverage, be sure to also check out notes from Capitalize For Kids Toronto, as well as notes from Invest For Kids Chicago, and also a summary of Great Investors' Best Ideas Dallas.

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