2019 Sohn Investment Conference Notes: Ryan Heslop, Firefly Value Partners Short Hospital Stock

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Jacob Wolinsky
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Health Technology

Rough notes of Ryan Heslop, Co-Founder and Portfolio Manager of Firefly Value Partners, from the 2019 Sohn Investment Conference which took place on the 6th of May. See our full coverage of the 2019 Sohn Investment Conference here. Q1 hedge fund letters, conference, scoops etc Ryan Heslop (Firefly Value Partners, LP) Long: Community Health Systems (CYH) Ryan Heslop is a Portfolio Manager at Firefly Value Partners, which he co-founded in 2006. Firefly is an investment partnership focused on fundamental primary research and business analysis. Firefly invests with a long-term time horizon in a concentrated portfolio of deeply undervalued companies. Firefly…

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Jacob Wolinsky is the founder of HedgeFundAlpha (formerly ValueWalk Premium), a popular value investing and hedge fund focused intelligence service. Prior to founding the company, Jacob worked as an equity analyst focused on small caps. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com FD: I do not purchase any equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds.