Rough notes from Anthony Bozza’s presentation at the Robin Hood Investors Conference 2018. Stay tuned for more from Robin Hood Investors Conference which took place on October 29, 2018 in New York City. All content will be posted at this link and in our Q3 letters archive so stay tuned.
Check out Matthew Knauer’s notes from the Robin Hood Investors Conference 2018 here.
Check out our coverage of Invest For Kids 2018 Conference here.
Check out our coverage of the 2018 Excellence In Investing Sohn Conference here.
Best Idea – Anthony Bozza Of Lakewood Capital
Dazed and Confused
March 2000 – 271 companies traded above 10x EV/revenue, $1B or more marketcap
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