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.
Articles:
- David Einhorn Sohn 2019: Short GATX, Long AerCap
- Firefly Is Short Community Health Systems; Ryan Heslop Predicts Bankruptcy
- Lauren Taylor Wolfe (Impactive Capital LP) Long: Wyndam Hotels & Resorts (WH)
- Todd Westhus (Olympus Peak Asset Management) Short: Western Digital (WDC)
- Parvinder Thiara (Athanor Capital LP) Short: Brazilian real (BRL)
- Angela Aldrich (Bayberry Capital Partners LP) Short: Treasury Wine Estates (TWE-AU)
- Matthew J. Smith (Deep Basin Capital LP) Long: Cabot Oil & Gas (COG)
- Tim Ferriss Investor, Best Selling Author & Top-Ranked Podcaster and Josh Waitzkin, Extreme Athlete & Peak Performance Specialist
- David Einhorn (Greenlight Capital): Tesla (TSLA) Short: GATX Corporation (GATX) Long: AerCap (AER)
- Ryan Heslop, Co-Founder & Portfolio Manager, Firefly Value Partners, LP
- Laura Deming (Longevity): Long: Unity Biotechnology Inc & BioSciences Inc (UBX)
- Dr. Joon Yun, President & Managing Member, Palo Alto Investors
- Larry Robbins (Founder CEO & Portfolio Manager: Glenview Capital Management) Short: 3M (MMM)
- Chris Hansen, President & Founding Partner, Valiant Capital Management, L.P.
- Michael Moritz, Partner, Sequoia Capital and Patrick Collison, Chief Executive Officer, Stripe
- Bihua Chen (Cormorant Asset Management): Long: Reata Pharmaceuticals (RETA
- Spencer Glendon, Founder, Probable Futures: Florida Housing Market
- Tariq Barma Sohn Idea Contest Winner Short: Lamb Weston (LW)
- Daniel Sundheim, Founder and CIO, D1 Capital Partners and Gabe Plotkin, CIO and Founder, Melvin Capital Management LP
- Scott Goodwin (Diameter Capital Partners) Short: Plastipak Holdings
- Jeffrey Gundlach (DoubleLine Capital) Long: SPDR S&P Oil & Gas Exploration & Production ETF
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
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