Links to presentations on MarketFolly
Sohn Canada / Capitalize For Kids Conference Notes 2015
– Howard Marks’ Talk (Oaktree Capital)
– Mick McGuire (Marcato Capital): 2 long ideas
– David Zorub (BlueMountain): Short Mattel (MAT)
– Dinakar Singh (TPG Axon): 2 long ideas
– Clifton Robbins (Blue Harbour Group): Long AGCO
– Jeff Smith (Starboard Value): Long Advance Auto Parts (AAP)
– Daniel Dreyfus (3G Capital): Long Reliance Steel & Aluminum (RS)
– Daniel Lewis (Orange Capital): Long Amaya
– Philip Hilal (Clearfield Capital): Long SS&C Technologies (SSNC)
– John Khoury (Long Pond Capital): long Forest City Enterprises (FCE/A)
– Jacob Doft (Highline Capital): Long cruise lines
– Jody LaNasa (Serengeti Asset Management): Long IRSA
– Reno Giancola (Alignvest): Long Great Canadian Gaming
– Dan Zwirn (Arena Investors) Presentation
– Ted Goldthorpe (Apollo Investment) Presentation
– Anna Nikolayevsky (Axel Capital) Bearish Presentation
– David Lorber (FrontFour Capital): Long Ubisoft
– Blair Levinsky (Waratah Capital): Short High Liner Foods
– Paul Sabourin (Polar Securities) and Greg Mills (RBC Capital) Presentation
Read more: http://www.marketfolly.com/2015/10/sohn-canada-notes-2015-capitalize-for.html#ixzz3nMlBdkWN
