Robin Hood

Robin Hood Investor Conference Recap [Highlights]

Highlights David Einhorn, Jamie Dimon, Larry Robbins, Philippe Laffont, Whitney Tilson and more from the 2015 Robin Hood Investor Conference.

Also see Tilson: Long Spirit Airlines, Short Wayfair [SLIDES]

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Robin Hood: Einhorn Said to Reiterate Consol Energy Long

  • Greenlight’s David Einhorn reiterated long Consol Energy, according to people with knowledge of the matter.
  • Einhorn made recommendation at Robin Hood Investor’s Conf in NYC
  • CNX up 7.3% premkt
  • NOTE: Nov. 6, Einhorn’s Greenlight Doubles Down on Struggling Consol

Robin Hood: JPM’s Jamie Dimon Said to Be Bullish on China, Owns YUM, BA, UNP; Sachem Head’s Ferguson Said to Like Akorn Long

  • Sachem Head’s Scott Ferguson sees potential for Akorn to be acquired because its U.S. domicile, potentially by Mylan, Perrigo, according to people with knowledge of the matter.
  • Shrs may double
  • Ferguson made comments at Robin Hood Investor’s Conf in NYC
  • AKRX up as much as 10%
  • NOTE: Earlier, ADSK Holders Eminence Capital, Sachem in Pact
  • Nov. 4, Autodesk Said to Be Targeted by Activist Ferguson’s Sachem Head

Robin Hood: Pointstate’s Schreiber Said to Like Finmeccanica FNC IM

  • PointState’s Zach Schreiber pitched Finmeccanica long, according to people with knowledge of the matter.
  • PointState’s Zach Schreiber said Finmeccanica shrs may double in two years, according to people with knowledge of the matter.
  • Sees upside from defense spending, EBC QE
  • Schreiber made comments at Robin Hood Investor’s Conf in NYC
  • NOTE: Earlier, PointState’s Schreiber Said to Like Finmeccanica
  • Schreiber made comments at Robin Hood Investor’s Conf in NYC
  • FINMY up as much as 7.2%, most intraday since Nov. 2013

Robin Hood: Consonance’s Blutt Like Mallinckrodt Long MNK; 3G’s Dreyfus Said to Like Canadian Natural 12:13 CNQ

  • 3G’s Daniel Dreyfus sees oil bottoming, expects oil to stay at current levels for 18-24 mos., according to people with knowledge of the matter.
  • Dreyfus made comments at Robin Hood Investor’s Conf. in NYC
  • NOTE: May 5, Oil Prices Near Bottom: 3G Capital’s Dreyfus at Next Wave Sohn

Robin Hood: Paulson’s Greenberg Said to Pitch Charter, Long CHTR

  • Greenberg Sees Charter Going to $294 in 12-18 Months
  • Paulson’s Samantha Greenberg expects Charter shrs to hit $294 in 12-18 mos., according to people with knowledge of the matter.
  • Sees purchase of Time Warner Cable as accretive
  • Greenberg made comments at Robin Hood Investor’s Conf. in NYC
  • NOTE: Nov. 13, California Utilities Commission Sets Hearing in Charter Bid

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