Rough notes of Sohn Idea contest winner Tariq Barma’s short pitch on Lamb Weston Holdings Inc (NYSE:LW), from the 2019 Sohn Investment Conference which took place on the 6th of May. See our full coverage of the 2019 Sohn Investment Conference here. Q1 hedge fund letters, conference, scoops etc Tariq Barma Sohn Idea Contest Winner Short: Lamb Weston (LW) Tariq Barma is the winner of the annual Sohn Idea Contest. His idea is that potato processor Lamb Weston (LW) is a short-selling candidate due to what Barma expects to be a ramp-up in capacity across the processing industry. The contest,…
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