Thanks to reader P.G. for sharing his extensive Ira Sohn Conference notes held on May 8, 2013 in New York. Speakers included: Bill Ackman, Kyle Bass, James Chanos, Stanley Druckenmiller, Steven Eisman, Jeffrey Gundlach, Jonathon Jacobson, Mitchel Julis, Li Lu, Keith Meister, Clifton Robbins, Paul Singer, David Stemerman and To Olav Troim.
See our prior coverage here- Ira Sohn Conference Live Coverage 2013: Einhorn, Bass, Chanos, Lu
Themes for the next decade: Cannabis, 5G, and EVs
A lot changes in 10 years, and many changes are expected by the time 2030 rolls around. Some key themes have already emerged, and we expect them to continue to impact investing decisions. At the recent Morningstar conference, several panelists joined a discussion about several major themes for the next decade, including cannabis, 5G and Read More
Ira Sohn Conference Notes below
Ira Sohn Conference by ValueWalk.com