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Trend Results : Ira Sohn


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PointState Capital’s Zach Schreiber Predicted The Decline in Oil Prices

It is tough to be a macro hedge fund manager. We were at the Ira Sohn Investment Conference last May. Zach Schreiber, the co-founder and the top guy at PointState Capital predicted a large decline in oil prices. Zach Schreiber and his team previously worked at billionaire Stanley Druckenmiller’s Duquesne. Stan Druckenmiller introduced Schreiber at […]

Shareholder adviser ISS backs Ackman call for Allergan meeting

Thomson Reuters Ackman, CEO and portfolio manager of Pershing Square Capital Management, L.P., speaks at the Ira Sohn Investment Conference in New York (Reuters) - Institutional Shareholder Services (ISS) is backing activist investor...Show More Summary

Athenahealth CEO: David Einhorn Is A Total Regina George

“I didn’t know ‘Mean Girls’ had a Wall Street edition,” Jonathan Bush said an in interview with the Wall Street Journal, in response to Greenlight Capital’s bet against athenahealth,1 announced last week at the Ira Sohn Investment Conference. Show More Summary

2014 Ira Sohn Contest Finalist: Long Chemtura Corp

By Shaun Currie, CFA: 2014 Ira Sohn Contest Finalist: Long Chemtura Corp Executive Summary Over the past several years, the management team at Chemtura has done a great job of divesting non-core assets, improving its balance sheet, cutting costs, and streamlining its business to become a pure-play on industrial specialty chemicals. Show More Summary

What's The Sohn Shining On This Year?

By Arsene Lupin: While summer is typically when Wall Street takes some time off, the Ira Sohn conference is one event that gets the big money to attend. A quick search of past SA articles (including mine) show that it's on the radar screen of several SA contributors. Show More Summary

All 110 Slides Of Bill Ackman's Fannie Mae Pitch

Everything (all 110 slides of it) you wanted to know about the GSEs but were afraid to ask... (with Bill Ackman's biased long perspective) Ira Sohn Presentation 2014.05.05

Beware of Hedge Fund Managers Bearing Stock Tips

This week was the 19th annual Ira Sohn conference. It is an opportunity to raise money for a good cause (pediatric cancer research and treatment), and hobnob with rock star hedge-fund managers. It has become a must-attend event. Just remember one important thing: Ignore the stock tips. It is true that the picks and pans...Read More

10 Tuesday AM Reads

Some morning reads to start your day: • The Many Ways to Tap the Water Boom (Barron’s) • Notes from the Ira Sohn Conference, 2014 (Reformed Broker) see also Hedge Fund Moguls’ Pay Has the 1% Looking Up (DealBook) • The Lehman Brothers Ethos Fades at Barclays (MoneyBeat) • Financial advisers: Should you hire one, or manage...Read More

The Complete Ira Sohn Conference Post-Mortem

From 110 slides of Ackman-inspired Fannie Mae bullishness to Tudor-Jones "Central Bank Viagra", and from Jim Grant's "Buy Gazprom because it's the worst-managed company in the world" to Jeff Gundlach's housing recovery bearishness and "never seeing 1.5 million home starts ever again"... Show More Summary

STOCKS RISE: Here's What You Need To Know (MCO, XHB, HUM, WLP, MON)

Stocks climbed. Scoreboard: Dow: 16,533.98, +0.13%S&P 500: 1,884.49, +0.18%NASDAQ: 4,135.87, +0.29% And now the top stories: Today was the first day of the annual Ira Sohn Investing Conference. Among stocks discussed, big winners were...Show More Summary

HEDGE FUND MANAGER: 3 Things Are Hammering Momentum Stocks Right Now

"Tiger Cub" hedge fund manager Chris Shumway spoke at the Ira Sohn Conference about the recent volatility we've seen in the high-growth, momentum stocks. He identified three things slamming the sector: 1. The Fed: Fed Chair Janet Yellen isn't providing a lot of guidance as to how rates will be managed. Show More Summary

The Ira Sohn Hedge Fund Pitchfest Is Today; Here's How They Did Last Year

For 18 years, the Ira Sohn Conference has enabled hedge fund managers to pitch their best long (and short) ideas to the rest of the investing public. This year's speakers include Bill Ackman, David Einhorn, Jeff Gundlach, Jim Grant, and Paul Tudor Jones. Show More Summary

10 Things You May Not Have Known About Lehman Brothers

Short list: 1. At the Ira Sohn Investment Research Conference in May 2008, hedge fund manager David Einhorn explained why he believed Lehman Brothers was insolvent. At the time, Lehman was already significantly off its highs. 2. Lehman’s accounting was especially opaque, even relative to other investment banks (and that’s really saying something). Their Level 3...Read More

Linn Energy Is Moving Ahead In Spite Of Hedge Fund Machinations

By David White: Last spring Linn Energy (LINE), a US oil and natural gas MLP, was flayed at the Ira Sohn Investment Conference by Jon Jacobson of Highfields Capital Management, who suggested investors should short Linn Energy and LinnCo (LNCO). Show More Summary

Worth Waiting On A Telecom Buyout?

ByMarshall Hargrave: TW Telecom (TWTC) had billionaire Carl Icahn protégé, Keith Meister, call the company out at the Ira Sohn Value Conference earlier this year, but the stock is relatively flat over the past three months. Meister sees...Show More Summary

Jim Chanos is Shorting Seagate Technology PLC (STX). Should You?

Editor’s Note: This article was originally published last month. At the Ira Sohn conference on Wednesday, Jim Chanos gave a presentation on being short Seagate Technology PLC (NASDAQ:STX). Chanos has been negative on the entire PC industry citing the explosion in smartphones and tablets are eroding PC sales. In June 2012, he called Hewlett-Packard Company [...]

8.7% Dividend Payer Linn Energy Was Dissed At Ira Sohn - Is There Reason To Worry?

By David White: At the Ira Sohn Investment Conference, Jon Jacobson of Highfields Capital Management suggested investors should short energy MLP Linn Energy (LINE). He reasoned that one half of its distributable cash flow came from hedging gains and therefore, current distributable cash flow was unsustainable. Show More Summary

Bill Ackman's Favorite Stock: Should It Be Our Favorite Too?

By Jeffrey To: Procter and Gamble (PG) was a favorite stock pitched by hedge fund manager Bill Ackman at The Ira Sohn Conference. His $12B hedge fund holds over 27.9 million shares of PG, making up almost 19% of his portfolio. Ackman...Show More Summary

Jim Chanos Is Shorting Seagate, Should You?

By Jae Jun: At the Ira Sohn conference on Wednesday, Jim Chanos gave a presentation on being short Seagate (STX). Chanos has been negative on the entire PC industry citing that the explosion in smartphones and tablets are eroding PC sales. Show More Summary

First Citizens BancShares Inc. (FCNCA), First American Financial Corp (FAF) & Fidelity National Financial Inc (FNF): 3 Financials for a First-Rate Portfolio

The Value Investing Congress headed by Whitney Tilson just wrapped up in Vegas. While not as ballyhooed as the Ira Sohn and the Salt conferences, value investors eagerly anticipate its new long and short ideas. This time around there were three financials highlighted as long ideas. First Citizens BancShares Inc. (NASDAQ:FCNCA) was presented by Chris Mayer. [...]

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