Full notes of Light Street’s Jay Kahn presentation from the 2019 Invest For Kids conference. Stay tuned for more from Invest For Kids in depth 10th Anniversary Conference which took place on October 30, 2019 in Chicago. See our full coverage here. Q3 2019 hedge fund letters, conferences and more Short Canon Tech in structural decline. Gives several graphs of different tech. Canon is the same thing. 80% of profit pool in secular decline. Canon is cutting price as volume falls. Declines have been accelerating. With those industry trends you would think this stock would be trading at a wide…
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