Investment idea generation.


Our thoughts.

Our Buys From The Sohn Conference

Lots of ideas and uncertainty at this year's Sohn Investment Conference. Here's a broad roundup of the picks, followed by what we found most interesting and might actually buy into.

Source: Barron's

Source: Barron's

Things we might actually buy into: 

  1. Winner of the Sohn Conference best idea - short DexCom. It's a maker of insulin pumps, with 70% downside. 
  2. Runner ups in the best idea competition - long Amerco (UHAL) and short Domino's Pizza.
  3. David Einhorn of Greenlight Capital short Caterpillar. Mining will never turnaround and CAT earnings won't officially bottom until 2018. 
  4. Jeff Gundlach short utilities and long mortgage real estate.
  5. Jeff Smith of Starboard Value long Depomed
  6. Chamath Palihapitiya long Amazon. Amazon Web Services the darkhorse. 
  7. Larry Robbins of Glenview Capital pushing older ideas, Brookdale Senior Living only interesting one. 
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