Trend Results : Ira Sohn

Blog Post Results (1-20 of 187)


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

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

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 [...]

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. [...]

The Case for owning Digital Realty Trust (DLR): When Hedge Funds Don’t Know What they are talking about

On Thursday, shares of Digital Realty Trust (DLR) fell sharply after hedge fund manager Jon Jacobson discussed their short opinion on the company at an Ira Sohn Conference. I did not attend the conference, and all of my information about the short thesis is derived from outside third-party sources. Show More Summary

Investing Ideas from Ira Sohn 2013

Each year, the Ira Sohn conference is held in order to give hedge-fund gurus a forum to share stock ideas in order to benefit the Ira Sohn Foundation, which funds research into pediatric cancer. In the video below, Motley Fool contributor John Reeves dives into some of the recommendations from last year, and tells investors how they performed. Show More Summary

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