Sohn London Conference notes via MarketFolly
– John Burbank (Passport Capital): Long CF Industries
– Michael Karsch (Hunter Peak Investments): Long Houghton Harcourt
– Carson Block (Muddy Waters): Short Proofpoint
– Selvan Masil (Westray Capital): Long Rolls Royce, Short Ericsson
– Bran Cornelisse (Farringdon Capital): Pair trade
– Dinakar Singh (TPG-Axon Capital): Long Yutong Bus Company
– Vikram Kumar (TT International): Long TomTom
– Robert Harteveldt (Trishield Capital): Long New Media Investment Group
– Franck Falezan (Primestone Capital): Long Dorma Kaba
– Guillaume Rambourg (Verrazzano Capital): Long Unipol Group
– Per Johansson (Bodenholm Capital): Long eBay, Short ACS
– Bo Bortemark (Carve Capital): 3 long ideas
– Beltram Lastra (Bestinver): Long Indra
– Elif Aktug (Pictet Asset Mgmt): Long Mead Johnson Nutrition
– Mike Wilkins (Kingsford Capital): On short selling
Read more: http://www.marketfolly.com/2015/12/sohn-london-conference-notes-2015.html#ixzz3tfpqhRP0
