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Bill Ackman’s New Favorite Long Idea (Ira Sohn)

Meena Krishnamsetty — Wed, 16 May 2012 22:10:30 +0000

Bill Ackman lost nearly $300 million today because of a 20% decline in JC Penney (JCP). According to Ackman’s latest 13F filing Pershing Square had nearly $1.4 billion...

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9 Year Old Long/Short Hedge Fund’s Top Stock Pick

Meena Krishnamsetty — Wed, 16 May 2012 21:57:36 +0000

John Lykouretzos’ Hoplite Capital isn’t very well known but we have been tracking it for a while now. John T. Lykouretzos launched Hoplite Capital Management in 2003...

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John Paulson’s Two Favorite Stock Picks

Meena Krishnamsetty — Wed, 16 May 2012 21:50:34 +0000

John Paulson doesn’t really have a good track record of stock picking. He made his billions by shorting the housing market and by buying physical gold. At the Ira Sohn...

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Billionaire Steve Mandel’s Stock Pick at Ira Sohn Conference

Meena Krishnamsetty — Wed, 16 May 2012 21:40:35 +0000

Billionaire Steve Mandel said he doesn’t like fixed income because of extremely low yields and inflation risk. His favorite stock pick is Kohl’s (KSS). Mandel...

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Einhorn, Ackman, Greenblatt, and Klarman’s Favorite Analyst

Meena Krishnamsetty — Wed, 16 May 2012 20:31:55 +0000

Einhorn, Ackman, Greenblatt, and Klarman picked a guy named Ardewall as this year’s winner of Ira Sohn Investment Idea Contest winner. I am going to be honest with you....

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Did Someone Know Einhorn Won’t Recommend Shorting Herbalife?

Meena Krishnamsetty — Wed, 16 May 2012 20:11:57 +0000

Herbalife was up around 6% on day when everybody was expecting David Einhorn to reveal a short position in the stock at the Ira Sohn Conference. This just doesn’t make sense...

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List of David Einhorn’s Likes and Dislikes At the Ira Sohn Conference

Meena Krishnamsetty — Wed, 16 May 2012 20:01:42 +0000

David Einhorn thinks Apple may become a billion dollar stock. Greenlight Capital had nearly $900 million invested in the stock at the end of March. It is by far the largest...

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Sovereign Defaults: Einhorn Doesn’t Have A Good Track Record

Meena Krishnamsetty — Wed, 16 May 2012 19:52:30 +0000

David Einhorn said today that a French default isn’t out of question and China isnt an investment opportunity. A couple of years ago Einhorn revealed short bets on Japanese...

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David Einhorn’s Stock Recommendation from Ira Sohn

Meena Krishnamsetty — Wed, 16 May 2012 19:44:45 +0000

Everybody was expecting David Einhorn to reveal his short position in Herbalife but Einhorn surprised investors. David Einhorn recommended shorting Martin Marietta (MLM) at the...

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Best Hedge Fund Manager Isn’t At the Ira Sohn Conference

Meena Krishnamsetty — Wed, 16 May 2012 19:21:59 +0000

The best hedge fund manager at last year’s Ira Sohn Investment Conference was Jim Chanos. He recommended shorting Vestas WInd Systems (VWS) and First Solar (FSLR). Vestas...

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