Sohn Conference Notes 56 Pages - Robbins, Kacher, Ferguson, Einhorn, And More [IN-DEPTH] - ValueWalk Premium
29Apr2018

Sohn Conference Notes 56 Pages – Robbins, Kacher, Ferguson, Einhorn, And More [IN-DEPTH]

Sorry for the hickup on our extensive notes we should have it 100% done on Thursday also the Graham Conference hopefully this week and put in nice PDF format but no guarantee on finishing dat - right now we have about 75% done some parts more in depth than others but 21,735 words at the moment - check beck we will have the full deck soon - see below for the current draft

Green=done note adding, orange means  decent . . .

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Author

Jacob Wolinsky is the founder of ValueWalk.com, a popular value investing and hedge fund focused investment website. Prior to ValueWalk, Jacob was VP of Business Development at SumZero. Prior to SumZero, Jacob worked as an equity analyst first at a micro-cap focused private equity firm, followed by a stint at a smid cap focused research shop. Jacob lives with his wife and three kids in Passaic NJ. - Email: jacob(at)valuewalk.com FD: I do not purchase any equities to avoid conflict of interest and any insider information. I have a few existing holdings from years ago, but mostly mutual funds and some ETFs. I also own 2.5 grams of Gold

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