Sohn Conference - Anyone go?
If anyone went to/currently @ the Sohn Conference, could you spread the wealth and share what these guys spoke about? Key highlights of pitches would be much appreciated
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If past iterations of the conference are also helpful, in 2015, I believe we discussed platform companies like Valeant Pharma
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Thanks. Same to you Analyst 2 in HF. I appreciate you comment
Isn’t he at MSFT?
As an equity guy (so forgive me for perhaps not appreciating some of the macro speakers), I thought Sundheim stole the show.
How much do you think D1 analysts make? My guess is $500k-3mm+ in a good year
for fuck's sake stop this
Dan Sundheim was awesome. Bill Gurley was good too. Dan Sundheim actually sounds like an awesome manager too, cant imagine they have high turnover.
Imagine working with Dan Sundheim and Paul Enright every day, ain't that the dream
Is there a replay link available anywhere? Public or happy to make a donation to their charity if paywalled.
Sohn uploaded it on Youtube. Check out their channel
Cheers
Ram's thesis on PTON had me dying. "At these prices shareholders are getting PAID to own a Netflix-like subscription business". Imagine paying 2/20 to this guy
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