Notes From Ira Sohn Conference Presentations 2012

[Liberty]

http://www.marketfolly.com/2012/05/notes-from-ira-sohn-conference.html

 

- David Einhorn's Ira Sohn Presentation on Tons of Stocks

- John Paulson's Three Long Ideas

- Lone Pine's Stephen Mandel On What He Likes

- Larry Robbins: Long THC, HMA, HCA, LPNT. Short ITC

- Jeffrey Gundlach's Ira Sohn Presentation

- Philippe Laffont on Equinix (EQIX) & Virgin Media (VMED)

- Hoplite Capital's John Lykouretzos on Starbucks (SBUX)

- Bill Ackman's Ira Sohn Presentation

- Dwight Anderson (Ospraie): Long Palladium, Short Platinum

- Michael Price on J.C. Penney & Contest Winner on Xerox (XRX)

- Meryl Witmer on Viacom (VIA.B) & Gildan (GIL)

- Johnathan Kolatch: Long Argentina Sovereign Debt

- Dan Ariely's Presentation on Psychology

- John Wilder on Natural Gas

- Kenneth Rogoff: This Time is Different