Highlights David Einhorn, Jamie Dimon, Larry Robbins, Philippe Laffont, Whitney Tilson and more from the 2015 Robin Hood Investor Conference.
Also see Tilson: Long Spirit Airlines, Short Wayfair [SLIDES]
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- Robin Hood: Einhorn Said to Reiterate Consol Energy Long
- Robin Hood: JPM’s Jamie Dimon Said to Be Bullish on China, Owns YUM, BA, UNP; Sachem Head’s Ferguson Said to Like Akorn Long
- Robin Hood: Pointstate’s Schreiber Said to Like Finmeccanica FNC IM
- Robin Hood: Consonance’s Blutt Like Mallinckrodt Long MNK; 3G’s Dreyfus Said to Like Canadian Natural 12:13 CNQ
- Robin Hood: Paulson’s Greenberg Said to Pitch Charter, Long CHTR
- Robin Hood: Glenview’s Larry Robbins Said to Reiterate HCA Long, Pitch FMC Long, Reiterate Monsanto Long
- Robin Hood: Coatue’s Laffont Said to Pitch Atvi, EA
- Robin Hood: Whitney Tilson Said to Pitch Spirit Airlines Long, Reiterate Wayfair Short, Lumber Liquidators Likely ‘Permanently Impaired’
Robin Hood: Einhorn Said to Reiterate Consol Energy Long
- Greenlight’s David Einhorn reiterated long Consol Energy, according to people with knowledge of the matter.
- Einhorn made recommendation at Robin Hood Investor’s Conf in NYC
- CNX up 7.3% premkt
- NOTE: Nov. 6, Einhorn’s Greenlight Doubles Down on Struggling Consol
Robin Hood: JPM’s Jamie Dimon Said to Be Bullish on China, Owns YUM, BA, UNP; Sachem Head’s Ferguson Said to Like Akorn Long
- Sachem Head’s Scott Ferguson sees potential for Akorn to be acquired because its U.S. domicile, potentially by Mylan, Perrigo, according to people with knowledge of the matter.
- Shrs may double
- Ferguson made comments at Robin Hood Investor’s Conf in NYC
- AKRX up as much as 10%
- NOTE: Earlier, ADSK Holders Eminence Capital, Sachem in Pact
- Nov. 4, Autodesk Said to Be Targeted by Activist Ferguson’s Sachem Head
Robin Hood: Pointstate’s Schreiber Said to Like Finmeccanica FNC IM
- PointState’s Zach Schreiber pitched Finmeccanica long, according to people with knowledge of the matter.
- PointState’s Zach Schreiber said Finmeccanica shrs may double in two years, according to people with knowledge of the matter.
- Sees upside from defense spending, EBC QE
- Schreiber made comments at Robin Hood Investor’s Conf in NYC
- NOTE: Earlier, PointState’s Schreiber Said to Like Finmeccanica
- Schreiber made comments at Robin Hood Investor’s Conf in NYC
- FINMY up as much as 7.2%, most intraday since Nov. 2013
Robin Hood: Consonance’s Blutt Like Mallinckrodt Long MNK; 3G’s Dreyfus Said to Like Canadian Natural 12:13 CNQ
- 3G’s Daniel Dreyfus sees oil bottoming, expects oil to stay at current levels for 18-24 mos., according to people with knowledge of the matter.
- Dreyfus made comments at Robin Hood Investor’s Conf. in NYC
- NOTE: May 5, Oil Prices Near Bottom: 3G Capital’s Dreyfus at Next Wave Sohn
Robin Hood: Paulson’s Greenberg Said to Pitch Charter, Long CHTR
- Greenberg Sees Charter Going to $294 in 12-18 Months
- Paulson’s Samantha Greenberg expects Charter shrs to hit $294 in 12-18 mos., according to people with knowledge of the matter.
- Sees purchase of Time Warner Cable as accretive
- Greenberg made comments at Robin Hood Investor’s Conf. in NYC
- NOTE: Nov. 13, California Utilities Commission Sets Hearing in Charter Bid
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