Ira Sohn Conference Live Coverage brought to you by ValueWalk. The 18th annual Ira Sohn Conference kicks off on Wednesday May 8th starting at 12PM EST and going until around 6:30PM EST. Many terrific value investors will be speaking at the conference. We will be providing both live blogging of the event as well as in-depth analysis. This is a jam packed week. We earlier brought you coverage of the Value Investing Congress which can be found here Additionally, we will be covering SALT on Wednesday, Thursday and Friday.
Six options to find content: Ira Sohn Conference Live Coverage
You can always come visit the site frequently to find the latest. Other (and easier options include) following us on Google+, Linkedin, Twitter, Facebook, RSS, where we will be posting live coverage. You can also sign up for our newsletter to get coverage of the event at 3PM EST (make sure to select business and daily under the options). We will be linking all the speaker presentations here as they go live. Additionally, all of our articles containing analysis will be linked here. Therefore, this is the ONLY page on ValueWalk you need to visit to find all of our coverage of the event.
Seth Klarman: Investors Can No Longer Rely On Mean Reversion
"For most of the last century," Seth Klarman noted in his second-quarter letter to Baupost's investors, "a reasonable approach to assessing a company's future prospects was to expect mean reversion." He went on to explain that fluctuations in business performance were largely cyclical, and investors could profit from this buying low and selling high. Also Read More
Paul Singer at Ira Sohn Conference
Kyle Bass Hayman Capital at Ira Sohn Conference
Li Lu Himalaya Capital at Ira Sohn Conference
Keith Meister at Ira Sohn Conference
Bill Ackman Live at Ira Sohn Conference
Stanley Druckenmiller at Ira Sohn Conference
Mitch Julis at Ira Sohn Conference
David Stemerman at Ira Sohn Conference
Jim Chanos at Ira Sohn Conference
Tor Olav Troim at Ira Sohn Conference
Jonathon Jacobson at Ira Sohn Conference
Clifton Robbins at Ira Sohn Conference
Ira Sohn Conference Stock Picking Contest Winner
Jeff Gundlach at Ira Sohn Conference
David Einhorn at Ira Sohn Conference
Analysis
Greenlight Capital Q1 2013 Letter: Yen Winner, Ballmer Loser
Jim Chanos Short Ideas in PC Sector: Ira Sohn Conference
Stanley Druckenmiller Following Soros into Australian Dollar Short?
Citi Defends Digital Realty Against Highfields’ Short Attack
A Rising Tide is a Good Gamble – Ira Sohn Conference 2013 Bill Ackman
Ira Sohn Conference Live Coverage Speakers
Below is a list of speakers who will be presenting their best idea. Most of the speakers need no introduction, however, we provide a profile of each investor and will be linking to a longer profile on the page containing their presentations. The exact line up is not yet available, however, we will be posting the schedule/agenda once we can confirm it.
Note many of these links contain exclusive content, so you have something to read even before the conference begins.
Bill Ackman
Kyle Bass
David Einhorn
Steve Eisman
Jeff Gundlach
Jonathon Jacobson
Mitch Julis
Paul Singer
Schedule: Ira Sohn Conference Live Coverage
Here is the line up (we will have the full line up shortly and will be linking to the presentations). All times are EST PM:
UPDATE: Live coverage links are at top (After second paragraph).
12:05 Paul Singer
12:20 Kyle Bass
1:20 Bill Ackman
2:15 Stan Druckenmiller
2:45 Steve Eisman
3:30 Jim Chanos
4:40 Jonathan Jacobson
4:55 Cliff Robbins
5:10 Joel greenblatt presents contest winner
5:25 Jeff Gundlach
5:40 David Einhorn
H/T axiosadvisors
