Special thanks to Bill Ackman, Maneet Ahuja and Mark Axelowitz for arranged the conference.
The conference opened up with the following performance information:
There's a gold rush coming as electric vehicle manufacturers fight for market share, proclaimed David Einhorn at this year's 2021 Sohn Investment Conference. Check out our coverage of the 2021 Sohn Investment Conference here. Q1 2021 hedge fund letters, conferences and more SORRY! This content is exclusively for paying members. SIGN UP HERE If you Read More
9.5% up from one year ago, seven ideas equally weighted versus ~1% for the S&P500.
Last year’s best performing idea was JCP, presented by Bill Ackman and up 34% since then.
56% total return from two years ago in an equally weighted basket.
Liberty media up 193%
GGP up 110%, which was presented by Ackman
Bill Ackman joked about making a Girls and Boys Harbor Conference hedge fund.