The Sohn Investment Conference - Historic Global Reach

UPDATED – Full Coverage Of The 2019 Sohn Investment Conference: Einhorn, Gundlach, Robbins, Firefly And Much More

The following are rough notes of presentation from the 2019 Sohn Investment Conference which took place on the 6th of May. Speakers include David Einhorn, Jeffrey Gundlach, Larry Robbins, Lauren Taylor Wolfe, Todd Westhus and many more. Stay tuned for more updates.

This is the masterpost so you will be able to find all coverage right here.


Lauren Taylor Wolfe (Impactive Capital LP) Long: Wyndam Hotels & Resorts (WH)
Lauren Taylor Wolfe of activist Impactive Capital pitches Wyndham Hotels - Sees base case upside 62% three year return and bull case of 100% in same period / Acquisition of La Quinta enhances WYND’s capacity for room growth / Price discount for WYND is “unwarranted and extreme” / WYND is a valuable strategic asset for a potential acquirer.

Lauren is active on various boards including, HD Supply [Nasdaq: HDS], a $10 Billion enterprise value industrial distributor, 30% Club Steering Committee, an Angel Member of 100 Women in Hedge. Wolfe highlighted Wyndam’s insulation from online disruption thanks to its commanding position in the midscale and economy hotel market. Impactive sees more than 50% upside for the stock over the next few years amid ongoing consolidation around the globe. Impactive prioritizes investment strategies like activism and a focus on environmental, social and governance.

Impactive Capital's Wolfe makes the bull case for Wyndham

  • ESG
  • Wyndham
  • Acquired La Quinta
  • Largest hotel franchise in the world


This content is exclusively for paying members. Access all of our content on including years of timeless investment news and in depth analysis for only a few dollars a month by signing up here while also supporting quality content and journalism, or learn more about our premium content here

If you are subscribed and having an account error please clear cache and then cookies if that does not work email and we will get back to you as quick as humanly possible

Saved Articles

The Life and Career of Charlie Munger

Charlie is more than just Warren Buffett’s friend and Berkshire Hathaway’s Vice Chairman – Buffett has actually credited him with redefining how he looks at investing. Now you can learn from Charlie firsthand via this incredible ebook and over a dozen other famous investor studies by signing up below:

  • Learn from the best and forever change your investing perspective
  • One incredible tidbit of knowledge after another in the page-turning masterpiece of a book
  • Discover the secrets to Charlie’s success and how to apply it to your investing
Never Miss A Story!
Subscribe to ValueWalk Newsletter. We respect your privacy.

Congrats! Are you a smart person?

We have an exclusive targeted & limited time offer for being a sophisticated and loyal reader.

ValueWalkPremium is a website and newsletter on the latest industry news much of which is not in the public domain and obtained via our sources.

We also have 10 years of resources on how to use this information to better your investment process.

Sign up for  today and get our exclusive content for 40% off. This is our second biggest discount ever!!

Use coupon code VIP20 or click on the button below

Limited time offer only ENDS 3/31/2020 or after the next 45 subscribers take advantage whichever comes first – please do not share this discount with others