Nelson Peltz and Ken Moelis recently spoke at the Delivering Alpha Conference in NY. Peltz spoke about Herbalife Ltd (NYSE:HLF), although he also covered some other topics, as well.
Below is the complete video of Nelson Peltz and Ken Moelis’s presentation and interview with Andrew Ross Sorkin on the state of activist investing and more at Delivering Alpha 2014. Enjoy!
Coho Capital 2Q20 Commentary: Podcasts, The New Talk Radio
Coho Capital commentary for the second quarter ended June 30, 2020. Q2 2020 hedge fund letters, conferences and more Dear Partners, Coho Capital returned 46.6% during the first half of the year compared to a loss of 3.1% in the S&P 500. Many of our holdings, such as Netflix, Amazon, and Spotify, were perceived beneficiaries Read More