We are covering the Invest for Kids conference today in Chicago – below are our informal notes from the John Lykouretzos presentation. We have a lot more coverage so stay tuned Also we have a lot more conference coverage under our hedge fund Q3 post John Lykouretzos Hoplite Capital Management 2.6b Long Short Tiger Cub from Tiger Management Largest holding Sealed Air (SEE) Prior CEO Hickey 1998-2012 chose volumes over margins and broke the story. New CEO Parabell came in 2013 replacing leadership, focused on opex control, FCF generation and margins. Changed comp structure. Investment thesis is continued margin expansion…
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