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Gundlach: "The VIX Is Insanely Low"

Having kept a relatively low profile for the past month, suddenly anywhere you look, there's Jeff Gundlach - between his presentation at Ira Sohn, his recent appearance on Twitter, and his latest DoubleLine webcast, the bond king has something to say. Show More Summary

Jeff Gundlach's Complete Ira Sohn Presentation

One day after Jeff Gundlach delivered his Ira Sohn presentation, in which as we posted yesterday he pitched a SPY vs EEM pair trade, he was busy interacting on twitter with his brand new 10+ thousand followers, and also learning howShow More Summary

Ira Sohn Conference Summary Highlights And Investment Picks

While the hedge fund world finds itself in a time of crisis, with a "great rotation" of capital away from active management which continues to largely underperform the broader market, and toward cheaper, passive strategies, nothing could...Show More Summary

Jeff Gundlach Explains Why It's Time To Sell US Stocks, Buy Emerging Markets

One year ago at the Ira Sohn investor conference, DoubleLine CEO Jeffrey Gundlach caused a stir when he predicted that Donald Trump would win the presidential election, something virtually no other asset manager or pundit agreed with. Show More Summary

Bill Ackman's Full Howard Hughes Presentation

Speaking at today's Ira Sohn conference, Pershing Square’s Bill Ackman reiterated his Howard Hughes long recommendation - a name he has been involved with for years - citing its strong management and desirable locations as reasons why it should become more valuable over time. Show More Summary

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 […]

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