The Sohn Investment Contest recently concluded and it was announced that the winner was Mark Grow, a Columbia Business School student who pitched a short of Dexcom (DXCM). We posted up full notes from the Sohn Conference here.
Some of the finalist presentations have also been released, which include Alexandra Esparza, an MBA candidate at the Yale School of Management who pitched a long of Amerco (UHAL) and then Steven Wood of Greenwood Investors who pitched a long of Exor. All of these presentations are embedded below:
Short Dexcom (DXCM) Sohn Pitch
You can download a .pdf copy here.
Long Amerco (UHAL) Sohn Pitch
You can download a .pdf copy here.
Long Exor Sohn Pitch
You can download a .pdf copy here.
Be sure to check out the rest of the investment ideas shared at the Sohn Conference in New York.
Monday, May 9, 2016
Sohn Contest Winner & Finalist Presentations: Short Dexcom, Long Amerco, Long Exor
Tuesday, March 15, 2016
Graham & Doddsville New Issue: Craig Effron, Jon Salinas, Jeff Gramm & More
The Winter 2016 edition of the Graham & Doddsville newsletter was released and if you haven't had a chance to view it, it's posted below. The Columbia Business School publication features some interesting interviews with money managers that don't necessarily get as much spotlight. It features:
- An interview with Craig Effron of Scoggin Capital Management
- An interview with Jon Salinas of Plymouth Lane Capital (previously was with Marble Arch)
- Interview with Jeff Gramm of Bandera Partners, who is also the author of the recently released book Dear Chairman: Boardroom Battles and the Rise of Shareholder Activism
- Interview with Shane Parrish, founder of the popular Farnam Street blog
Lastly, the issue also features stock pitches from Columbia Business School students. They pitch short Dexcom (DXCM), short Quest Diagnostics (DGX), and long XPO Logistics (XPO).
Embedded below is the latest issue of Graham & Doddsville:
You can download a pdf copy here.
