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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Comments (20)

  • Anonymous Monkey's picture
  • Anonymous Monkey
  • Rank: Chimp
May 12, 2021 - 3:24pm

If past iterations of the conference are also helpful, in 2015, I believe we discussed platform companies like Valeant Pharma

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May 19, 2021 - 7:44pm

Yeah, meant to say Microsoft. Sohn released the other finalist pitches, I was also impressed w/ the PANW one. Thesis was that obviously the major secular theme in the cybersecurity space is hardware/old way of doing it -> cloud. PANW generates like ~70% of its revenue from the cloud segment, and the rest from the hardware segment. But the mkt is pricing PANW as if those numbers are flipped, and PANW is trading at like 6x NTM sales (I don't remember the specific numbers but that should be close). 6x is not where PANW should trade. The Mkt is valuing PANW as a hardware business. This guy said how mgmt is gonna launch a tracking stock (not sure why not just spin-off hardware business and go all in), but that will help a lot. The spread in cloud sales vs hardware is only gonna widen in the next few years. Thought it was a great idea, but TWLO was next level

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May 12, 2021 - 10:34pm

Agreed. Great insights into D1/crossover approach, shorting, macro/FAANG thoughts, and online used car sales/CVNA thesis - recommend everyone to watch (I believe Sohn reposted on youtube channel). Would absolutely love to work for a guy like that & D1 sounds like an incredible place to work. Dude doesn't sleep lol

On a side note, I see you're a L/S guy - any chance you could PM me? Just had a few Qs

May 13, 2021 - 12:45am

Imagine working with Dan Sundheim and Paul Enright every day, ain't that the dream

Instagram: @dickthesellsider | Substack: dicktoad.substack.com

May 19, 2021 - 6:01pm

Instagram: @dickthesellsider | Substack: dicktoad.substack.com

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