Trend Results : Ira Sohn

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Bill Ackman Returns to the Sohn Investment Conference

Pershing Square Capital Management‘s Bill Ackman will be attending the Ira Sohn Investment Conference in New York this year, after skipping out last year. Photo by Bryan Bedder/Getty Images The Sohn confab is the Super Bowl of investor...Show More Summary

Some of the world's most influential investors got together and their outlook was incredibly grim

The biggest investors in the market got together on Wednesday, and judging from their investment ideas they're pretty bearish. About everything. The dour outlooks all came at the Ira Sohn Investment Conference on Wednesday. The conference...Show More Summary

Short-interest in Cat Stock Is Way Above Average

David Einhorn, manager of hedge fund Greenlight Capital, unveiled a splashy, bearish call on Caterpillar (CAT) at the Ira Sohn Investment Conference this week. So did Jim Chanos, founder of hedge fund Kynikos Associates. Data from S3 Partners, an analytics firm, show that it’s not just the two hedge-fund luminaries who are bearish: short-interest in Cat is way […]

Hedge Funder: Low Oil Prices Mean It’s Time To Short Saudi Riyal

Zach Schreiber, CEO of hedge fund PointState Capital, delivered a scathing analysis of the Saudi Arabian currency and economy at the Ira Sohn Investment Conference on Wednesday. Schreiber said investors could make 10 to 50 times their money by shorting the Saudi riyal and going long the dollar. It’s worth noting that Schreiber correctly called […]

Jim Chanos has a new target you've never heard of, and it is all to do with China

Billionaire short-seller Jim Chanos just announced a new short position — in a South Africa-based telecoms company. The Kynikos Associates founder announced he was short MTN Group at the 2016 Ira Sohn conference. Really, though, Chanos...Show More Summary

Amazon’s Retail Biz Can Be Worth $1 Trillion, Says Social Capital

Chamath Palihapitiya, the founder and CEO of venture capital firm Social Capital, presented a very bullish case for Amazon (AMZN) at the Ira Sohn investment conference in New York. Palihapitiya values Amazon as if it were a promising startup — in fact, he forecasts that the company will be worth 10 times its current $300 […]

This Is What Happened To Tinder's Predecessor

Before there was Tinder, which just won a student the Ira Sohn contest for best write up for an "underappreciated valuation" in IAC, there was Adult Friend Finder, aka FriendFinder Networks, a website whose sole purposes was finding, to put it bluntly, a fuck buddy. Show More Summary

Ira Sohn Conference Picks And Pans Summary

In what was perhaps the most uneventful Ira Sohn book-talking conference in years, some of the biggest hedge fund names came, and as expected, talked their book. There were few surprises, perhaps with the exception of David Einhorn who...Show More Summary

The Hedge Fund Manager Who Nailed The Oil Crash Made $1 Billion From His Bet Against Oil (USO, OIL)

Zach Schreiber, the hedge fund manager who said at the Ira Sohn Conference in May that the price oil was going lower made about $1 billion on his short, according to a report from Bloomberg's Katherine Burton, Kelly Bit, and Simone Foxman. Bloomberg...Show More Summary

Ocwen Is Ocdaed: Mortgage Servicer Crashes After California Seeks To Suspend Its Mortgage License

A little over a year ago, Ocwen was the darling of hedge funds everywhere, with such luminaries as Steve Eisman pitching it at the Ira Sohn 2013 idea conference. Since then things went downhill and fast for the mortgage servicer, which...Show More Summary

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

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

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